Investment Client Specialist

Barnett Waddingham; Cheltenham; Híbrido; GBP 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive discretionary annual bonus

Private medical cover

Life assurance

Group income protection

Up to 30 days holiday per year

Electric car leasing scheme

Dental cover

Healthcare cash plan

Health assessments

Sports Allowance

Travel insurance

Paid volunteering

Retailer discounts

Descripción de la vacante

A financial consulting firm in Cheltenham is seeking an Investment Client Specialist to join their Investment Consulting team. This permanent role offers a hybrid working model, focusing on analyzing investment performance, providing tailored investment advice, and assisting in investment manager research. The ideal candidate has experience as an investment analyst and is working towards actuarial or CFA qualifications. Benefits include a competitive bonus, private medical cover, and flexible working options.

Formación

• Experience in investment analyst role.
• Developed presentation skills to a small audience.

Responsabilidades

• Review investment performance reports.
• Draft tailored investment advice for clients.
• Assist with investment manager research.
• Calculate and analyze projections for liability and cashflow.
• Carry out investment strategy analysis.
• Check work of colleagues.

Conocimientos

Reviewing/checking investment performance reports

Drafting investment advice

Assisting with investment manager research

Calculating liability projections

Analysing actuarial valuation results

Checking work of others

Educación

Completion of actuarial or CFA exams

Descripción del empleo

Investment Client Specialist (Permanent)

We are looking for an Investment Client Specialist to join our Investment Consulting team in Cheltenham. The role is permanent and works on a hybrid basis.

Snapshot of Your Day

• Reviewing/checking investment performance reports.
• Drafting investment advice to address the specific needs of clients, including the formulation of tailored recommendations.
• Assisting with investment manager research.
• Calculating liability projections and analysing actuarial valuation results and cashflow projections.
• Carrying out analysis of investment strategies using deterministic and stochastic techniques.
• Checking work of others and helping more recent new graduates/colleagues.

Qualifications / Experience

• Expected completion or completion of actuarial or CFA exams within a reasonable timeframe.
• Prior experience working in an investment analyst role.
• Developed presentation skills to a small audience.

Benefits

• Competitive discretionary annual bonus
• Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading.
• Comprehensive voluntary benefits to suit you and your family, such as an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance (pay up to 50% of your gym/sports membership up to £50 per month), travel insurance, paid volunteering, and a broad range of retailer discounts.
• For a full list of benefits, please click here.

Accessibility

We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here.

Contact

All enquiries should be directed to [e-mail]. We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out.

Seniority level: Associate

Employment type: Full-time

Job function: Consulting