Investment Client Specialist - Hybrid & Research-Focused
Barnett Waddingham
14 days+
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Benefits offered by this job
Job summary
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.
Qualifications
- Experience in investment analyst role.
- Developed presentation skills to a small audience.
Responsibilities
- 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.
Skills
Reviewing/checking investment performance reports
Drafting investment advice
Assisting with investment manager research
Calculating liability projections
Analysing actuarial valuation results
Checking work of others
Education
Completion of actuarial or CFA exams
Job description
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.
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