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Focus Resourcing
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Bristol, Bristol
Assistant Investment Consultant
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Job Type: Full-time |
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Overview
Our client is a prestigious pensions company who is seeking an Assistant Investment Consultant to join their Bristol office. The role Working in client teams to produce strategic advice. Potentially starting to lead client teams or moving into this role rapidly. Setting up asset liability models to help our clients better understand risk. Producing clear written advice to help our clients quickly identify and understand the key issues. Preparing monitoring reports to help our clients understand what is driving performance. Attending client meetings to help deliver advice and understand the importance of effective communication. Researching investment ideas across the full range of asset classes. Researching fund managers. Supporting asset transitions across managers and funds. Contributing to the continuous debate about how we do an even better job for our clients (e.g. new investment ideas or ways to communicate investment concepts). Job Requirements Essential Passionate about investments and investing Excellent communication skills, both verbal and written Strong desire to become a client facing consultant Confidence to express a view Hard working, dedicated individual Desire to take responsibility for work Effective organisation skills and ability to manage and prioritise workload Proactive attitude & quick to learn Care and keen attention to detail Strong computer skills, particularly Microsoft Office Good mathematical ability At least two years' experience as an Assistant Investment Consultant in an employee benefits consulting firm or very similar directly relevant role. Desirable Experience of the investment issues faced by pension schemes Experience of delivering advice to pension schemes Experience of researching investment ideas or investment managers Progress towards the CFA or actuarial exams