Investment Client Specialist

We have an exciting new opportunity for an Investment Client Specialist to join our Investment Consulting team. This is a permanent role based in our Cheltenham office working 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.

• Have completed or an expectation of completing the actuarial or CFA exams within a reasonable timeframe.
• Prior experience of working in an investment analyst role.
• Strong IT skills.
• Developed presentation skills to a small audience.

• Competitive discretionary annual bonus
• Generous pension scheme
• Core benefits for you including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading
• A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), 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

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