Investment Client Specialist

Investment Client Specialist (Permanent)

We are looking for an Investment Client Specialist to join our Investment Consulting team in Cheltenham. The role is permanent and works on a hybrid basis.

• Reviewing/checking investment performance reports.
• Drafting investment advice to address the specific needs of clients, including the formulation of tailored recommendations.
• Assisting with investment manager research.
• Calculating liability projections and analysing actuarial valuation results and cashflow projections.
• Carrying out analysis of investment strategies using deterministic and stochastic techniques.
• Checking work of others and helping more recent new graduates/colleagues.

• Expected completion or completion of actuarial or CFA exams within a reasonable timeframe.
• Prior experience working in an investment analyst role.
• Developed presentation skills to a small audience.

• Competitive discretionary annual bonus
• Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading.
• Comprehensive voluntary benefits to suit you and your family, such as an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance (pay up to 50% of your gym/sports membership up to £50 per month), travel insurance, paid volunteering, and a broad range of retailer discounts.
• For a full list of benefits, please .

We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please .

All enquiries should be directed to c. We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out.

Seniority level: Associate

Employment type: Full-time

Job function: Consulting