Investment Consultant

Location
West Yorkshire
Salary
Open on Salary
Posted
14 Sep 2017
Closes
14 Oct 2017
Ref
CHC18
Sector
Investment
Contract Type
Permanent
Hours
Full Time

Growing practice based currently requires an Investment Consultant to join their Leeds team and work within an advisory capacity. This is an excellent opportunity for an Investment Analyst to start (or develop into) leading client teams along with working on a wide breadth of projects.

Due to the nature of the business, your duties and responsibilities will depend on clients needs but, an example of these are:

  • Producing strategic advice

  • Setting up asset liability models

  • Preparing monitoring reports

  • Researching investment ideas across the full range of asset classes

  • Manager research

 

The ideal candidate will:

  • Come from an investment background
  • Graduates with an impeccable academic background will also be considered. (Applicants with relevant work experience will have an advantage.)

  • Be making progress with either the CFA or FIA exams

  • Able to communicate technical concepts to a non-technical audience

  • Possess the ability to deliver advice on pension schemes along with researching investment ideas or investment managers

For further details please contact Catherine Clark, please note that I am also happy to perform a bespoke service on your behalf.

Telephone: 0203 883 9549

Email: cclark@stirlingandersen.com

Linkedin: linkedin.com/in/catherine-clark-lion-a0937112