Leading consultancy is seeking a qualified investment consultant (CFA/FIA/FFA) to lead client relationships, using your technical skills to develop innovative solutions.
Responsible for all aspects of the management of a portfolio, you will design innovative investment strategies including growth portfolio design, liability hedging portfolios and cash flowing matching portfolios.
You will also lead research teams to undertake idea or manager research to help the firm buy and implement ideas to solve clients’ problems.
In addition, you will support new business activities including production of tender submissions and attendance at pitches to articulate the firm's proposition, potentially to identify and pursue new business opportunities.
Passionate about investments and investing, the successful candidate will possess direct experience of providing investment consultancy to UK pension schemes.
Experience of new business tender responses and pitching desirable.
This role offers fully remote or hybrid working with travel to offices based Nationwide.
Take the next step on your career ladder.
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