Senior Investment Consultant

Posted 31 January 2023
Salary Up to £60000 per annum
Job type Permanent
DisciplineBanking Operations
Contact NameWill Goodman

Job description

My client provides asset management and advisory services to private clients, charities, and institutions
around the world. With an internal promotion they are currently searching for a senior investment associate to join their team on a permanent basis. This role offers flexible working.

This is an exciting opportunity for someone with at least three years' experience in financial services to become part of the firm's advisory business. The role spans a wide range of responsibilities including developing client relationships, carrying out independent investment research and assistance with one off projects and business development.

Responsibilities of Senior Investment Consultant

The Consulting team currently has six members and has a strong team based culture. You will work alongside the current team members on a wide variety of responsibilities.

  • Preparing bespoke periodic reports for clients, including analysis of the main issues to raise with the client
  • Collection/calculation of portfolio data and maintenance of performance spreadsheets
  • Dealing with ad-hoc client requests and queries
  • Assistance with preparing client meeting presentations and new business pitches
  • Research meetings with investment/fund managers and production of manager and fund research notes
  • Assistance with one-off pieces of client work such as manager and strategy reviews and manager selection
  • In time we would expect you to be involved directly with client meetings and presentations.
  • You will also be expected to maintain a broad knowledge of the market environment and investment products and contribute to internal discussions on such topics

About you:

  • At least three years' experience working in a related role within financial services
  • Some knowledge of the investment management industry
  • Comfortable working autonomously and collaboratively with strong time management skills
  • Good command of Microsoft Office applications and advanced knowledge of Excel
  • Excellent verbal and written communication and presentation skills
  • Highly numerate and excellent attention to detail
  • Hard-working and self-motivated with a solutions-oriented and proactive approach to problems and tasks
  • Ability to think critically and challenge and/or support others on investment ideas
  • Willingness to learn and develop on a continuous basis

You would additionally benefit from:

  • Experience using Bloomberg and Morningstar Direct
  • Genuine interest in responsible investing
  • Client-facing experience