Lading consultancy is seeking a part-qualified investment consultant (CFA/FIA) to assist the Consultant in identifying suitable investment strategies and structures to implement strategies, always considering the needs and desires of the client.
In this key role, you will conduct investment manager research and formulate views on investment managers' capabilities.
You will also understand the basis of transfers of assets between investment managers and liaise with managers during the transfers
In addition, you will calculate investment performance figures for performance monitoring purposes whilst undertaking performance and risk assessment of portfolios.
Excellent Excel and project management skills.
An excellent career development opportunity.
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.
Adam Goodwin, Partner
M: +44 (0)7584 357590