Charities Investment consultant (Charities client development)

Leading partner led pensions consultancy seeking an Investment Consultant to help develop their advisory services within the charities sector

Oliver James are pleased to be working with a leading partner led pensions consultancy seeking an Investment Consultant to help develop their advisory services within the charities sector

This role will initially be focused on business development and networking but is flexible depending on the skills and preferences of the candidate. There is an opportunity to support the growth of the business in wider areas such as Sovereign Wealth and support the investment research team in areas complementary to the charity sector e.g., a focus on equity and ESG funds, as well as property and infrastructure.

Role requirements:

• CFA qualified or equivalent
• Demonstrable experience of working within the charity sector in an investment role
• A track record of developing client relationships and experience of tendering for new business

This is an excellent opportunity to play a key role in the growth of an already very successful investment consultancy in with scope to build a team underneath you and branch out into other niche areas.

For further details on this role or for a confidential discussion around how your role compares in the market, please don't hesitate to reach out on 0203 861 9173 or hannah.burgess@oliverjames.com.