Investment Advice Associate

USS Investment Management Limited; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading pension management organization in London is seeking an Investment Advice Associate to produce high-quality investment advice for stakeholders. The role requires strong analytical skills and experience in institutional investment. The successful applicant will work with expert teams and contribute to maintaining the financial interests of the scheme and its members. Excellent communication and project management skills are essential, alongside proficiency in Microsoft Office tools. This position offers a fixed term contract with a supportive work environment.

Benefits

Generous annual leave package

High-quality pension scheme

Enhanced occupational sickness pay

Financial contributions towards personal development

Access to health and wellbeing services

Employee Volunteer Days

Cycle to Work Scheme

Qualifications

• Experience in institutional investment (e.g., pensions or insurance).
• Strong communication skills, both oral and written.
• Good analytical skills to translate complex information into clear advice.

Responsibilities

• Support the production and review of investment advice.
• Ensure advice quality, clarity, and compliance.
• Contribute towards developing actionable solutions for investment challenges.

Skills

Experience in institutional investment

Interest in investment and pensions

Strong communication skills

Good analytical skills

Attention to detail

Project management skills

Proficient at Microsoft Office

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Business Area: ISA – Investment Strategy & Advice

Place of Work: London

Contract Type: Fixed Term Contract

When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts.

About the role

In your role as Investment Advice Associate you will make a meaningful and valued contribution from the outset.

This role will provide a great opportunity tofocus on the production of investment advice to the scheme’s stakeholders (primarily by drafting and reviewing PowerPoint and Word documents)

The successful applicant will help to ensure that the advice provided to USS (and USSIM) is clear, robust and in the best financial interests of the scheme and its members.

What you will be doing

As a trusted part of the ISA – Investment Strategy & Advice you will be responsible for:

• Supporting the production and review of investment advice to the relevant boards (e.g., the USSIM Executive Committee, USS Investment Committee, USS Trustee Board or USSIM Board).
• Ensuring the advice being produced by the team is of the highest quality, clear, unambiguous, written in plain English and in the best financial interests of the scheme and its members.
• Maintaining legal and governance related documentation in relation to the scheme.
• Understanding pension investment and risk management challenges faced by the scheme and contributing towards developing actionable solutions.

About you

We know that sometimes people can be put off applying for a job if they don't tick every box, if you're excited about working for us and have most of the skills or experience we're looking for, then please apply, regardless of whether you meet all the requirements outlined in this profile.

To be successful in the role you will have:

• Experience in institutional investment (e.g., pensions or insurance)
• Interest in investment, pensions (Defined Benefit and/or Defined Contribution) and capital markets
• Strong communication skills, both oral and written
• Good analytical skills, with the ability to extract insights from technical documents and/or quantitative analysis and translate into simple advice
• Ability to see the bigger picture
• Attention to detail, particularly when reviewing documents and analysis
• Proactive, enthusiastic, and willing to challenge
• Strong project management skills, with a flexible approach
• Proficient at Microsoft Word, Excel and PowerPoint
• Keen to stay up to date with developments and legislation affecting the UK pensions industry
• Strong compliance culture and high personal ethical standards

At USS, every individual contributes to building a secure financial future for our members and their families.

We strive to create a work environment where everyone can thrive professionally while making a meaningful impact on the lives of others.

We're also committed to helping you build your career by providing opportunities for development. We put a focus on recognising and supporting each individual's unique career path, driving this forward with the support of an engaged and proactive management team.

Here at USS, we want you to thrive in and out of work with a friendly team, flexible culture and excellent range of benefits!

How we will reward you

• Generous annual leave package
• Access to a high quality pension scheme provided through u universities Superannuation Scheme
• Supportive people policies (including enhanced occupational sickness pay and family friendly pay)
• Financial contributions towards your personal development to help you maintain your physical and mental wellbeing
• Access to a range of health and wellbeing services i.e., private healthcare, discounted gym membership
• Learning and development opportunities to develop your skills, knowledge and talent
• Employee Volunteer Day’s to support the communities where you work and live
• Cycle to Work Scheme

Our culture and values

Our people are what makes us different. We work together to create a diverse and inclusive culture that embraces individuality, where people are welcomed and feel comfortable in the knowledge that they can be themselves.

Our purpose firmly states the importance of members, putting them ‘front and centre’ of what we do. This is embedded through our values:

• Integrity

About us

Universities Superannuation Scheme (USS) was established in 1974 as the principal pension scheme for universities and higher education institutions in the UK. We work with around 330 employers to help build a secure financial future for more than 528,000 members and their families. We are one of the largest pension schemes in the UK, with total assets of around £75.5bn (at 31 March 2023). To find out more, please visit https://www.uss.co.uk

USSIM is proud to be an equal opportunity employer. We strive to ensure our recruitment process is as flexible and inclusive as possible so we can attract diverse candidates and recruit the best talent. We want all candidates to perform at their best during the recruitment process, so if you need any reasonable adjustments or if there is anything we can do to help support you through your recruitment journey please let us know by contacting [e-mail] .