Investment Consultant

Actuarial Futures; Cheltenham; On-site; GBP 40,000 - 60,000; Part time

Job summary

A leading-edge consultancy in Cheltenham is seeking a part-qualified investment specialist (FIA/FFA/CFA) to provide bespoke investment advice to clients. This client-facing role requires prior experience as an investment analyst, strong IT skills, and excellent presentation abilities. Join a market-leading firm to enhance your career and develop impactful investment strategies.

Qualifications

• Part-qualified investment specialist (FIA/FFA/CFA).
• Prior experience in an investment analyst role.
• Strong IT skills.
• Good presentation skills and proven ability to present to an audience.

Responsibilities

• Develop bespoke investment advice for a range of clients.
• Assist with investment manager research and calculate liability projections.
• Carry out analyses of investment strategies using deterministic and stochastic techniques.
• Deliver findings to a small audience and communicate effectively.

Skills

Investment analysis

Stakeholder communication

Presentation skills

IT skills

Education

Part-qualified investment specialist (FIA/FFA/CFA)

Job description

Overview

Our client, a leading-edge consultancy, has an exciting opportunity for a part-qualified investment specialist (FIA/FFA/CFA) to develop bespoke investment advice for a range of clients. It is a client-facing role within a market-leading firm.

Responsibilities

• Develop bespoke investment advice for a range of clients.
• Assist with investment manager research; calculate liability projections and analyse actuarial valuation results and cashflow projections.
• Carry out analyses of investment strategies using deterministic and stochastic techniques.
• Deliver findings to a small audience and communicate effectively with stakeholders.

Qualifications

• Part-qualified investment specialist (FIA/FFA/CFA).
• Prior experience in an investment analyst role.
• Strong IT skills.
• Good presentation skills and proven ability to present to an audience.