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Focus Resourcing
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Reading, Berkshire
Investment Consultant - Pensions
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Job Type: Full-time |
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Overview
Our client is a prestigious Pensions company who is seeking an Investment Consultant to join their Reading team. Main duties and responsibilities Tasks will include but are not limited to: Being responsible for all aspects of the management of a portfolio client: Building strong relationships with our clients and working with those trustees of companies to help solve their investment/risk management challenges Designing innovative investment strategies including growth portfolio design, liability hedging portfolios and cash flowing matching portfolios Leading the delivery of advice at client meetings and helping clients decide what action to take; Working the Investment Consulting team to ensure our advice is produced to the highest quality. Leading research teams to undertake idea or manager research to help us buy and implement ideas to solve our clients' problems. Working with the asset transition team to assist with asset transition projects from inception through to completion. Checking transition project plans and associated timelines and calculating associated estimated costs. Preparing and checking investment manager documentation required for account opening and executing transition activity. Job Requirements Essential Passionate about investments and investing Strong desire to accelerate the development of other team members Excellent communication skills, both verbal and written Commitment to client service Direct experience of providing investment consultancy to UK pension schemes Ability to identify fee generating opportunities and achieve revenue targets Effective organisation skills and ability to manage and prioritise workload including the ability to manage multiple tasks to demanding timeframes