Associate Investment Consultant - Investment Strategy, Manager Research & Performance Monitoring

£ Competitive
29 Oct 2018
29 Nov 2018
Contract Type
Full Time

A fantastic opportunity for an actuarial (or CFA) student to be involved in a wide range of investment consultancy work based in Hampshire. 

In this role you will:

  • Run spreadsheet models in connection with investment strategy.
  • Assist the Consultant in identifying suitable investment strategies.
  • Identify suitable investment structures to implement strategies, taking into account individual client’s circumstances and preferences.
  • Conduct investment manager research and formulate views on investment managers’ capabilities.
  • Conduct investment manager selection exercises, leading clients to reach decisions on managers.
  • Calculate investment performance figures for performance monitoring purposes.
  • Maintain up-to-date knowledge of market practice and legislation.
  • Draft performance monitoring reports, including commentary, to a level where the report needs only a brief review by the signatory.
  • Understand the basis of transfers of assets between investment managers and liaise with managers during the transfer.
  • Undertake performance and risk assessment of portfolios.
  • Review work done by other staff, including both detailed checks and a check for overall reasonableness.
  • Draft non-standard documents to a standard where they are suitable for review by the signatory.

Qualifications required:

  • CFA part-qualified or
  • FIA/FFA (part qualified)

Experience and skills required:

  • Minimum of two years’ experience in a UK pension fund investment consultancy or have a background in a pensions consultancy, with some direct experience in an investment advisory role for at least a year.
  • Good Excel and project management skills.
  • Work within a team environment and participate positively in team discussions.

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