Leading consultancy is seeking a part-qualified pensions investment consultant (CFA/FIA/APMI) to assist in identifying suitable investment strategies for the DC schemes of a range of clients.
In this exciting career development opportunity, you will identify suitable investment structures to implement strategies, considering individual clients' circumstances and preferences.
You will also conduct investment manager selection exercises, leading clients to reach decisions on managers.
In addition, you will understand the basis of transfers of assets between investment managers and liaising with managers during the transfer whilst undertaking performance and risk assessment of portfolios.
With experience in the UK DC pension fund investment industry, the successful candidate will also be a natural communicator and possess Excellent Excel and project management skills.
Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf.
Joanne O Connor, Operations Director
M: +44 7739 345 946