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Investment Consultant

Job in Cheltenham, Gloucestershire, GL50, England, UK
Listing for: Actuarial Futures
Full Time position
Listed on 2025-12-27
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below

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.
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