Senior Investment Consulting Analyst – Delegated Investment Solutions

• Support Client Managers and Consultant Directors with client communications, including PowerPoint meeting decks, strategy changes, asset class manager and structure changes, market updates, monthly client dashboards and other materials
• Develop a deep understanding of client needs and requirements to ensure excellent client service
• Build relationships with client team members and teams across the business
• Proactively manage client and project work streams to meet client needs
• Maintain and check technical accuracy and reasonableness of own work and others' work
• Work closely with Strategy, Portfolio Management, Risk and Operations to deliver better client outcomes
• Support Client Directors and Managers with service excellence, investment advice, projects and ongoing workflow
• Conduct performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations
• Potentially support specialist teams in Responsible Investment, Multi-Asset, Fixed Income, Alternatives or Client Reporting

• Core technical skills, including an understanding of investment markets and asset classes
• Strong attention to detail and accountability for outcomes
• Advanced analytical skills and ability to take on complex analysis
• Effective listening, communication and organisational skills
• Client focus to engage with colleagues and clients
• Ability to work within a team environment, share ideas and present persuasive arguments
• Interest in process improvements and implementing efficiency enhancements using Artificial Intelligence where appropriate
• Excellent planning and organisational skills
• Ability to prioritise and manage a wide variety of ongoing tasks
• Four or more years of investment industry experience
• Experience working with institutional investors, including pension schemes, insurers, wealth managers, endowments, or foundations
• Knowledge of investment markets, current market trends, investment risks and opportunities
• Experience using Excel, PowerPoint, Word or similar software
• Strong interest in leveraging data and AI technologies within investment processes
• Progress towards, or completion of, a professional investment qualification such as CFA or equivalent
• Strong project management and ownership capabilities, with demonstrated ability to lead delivery end-to-end

Demonstrates strong analytical skills and a deep understanding of investment markets and asset classes, with a focus on delivering excellent client service and effective communication. Proven ability to manage projects and client work streams while leveraging data and AI technologies for process improvements.

• Investment Industry Experience
• Advanced Analytical Skills
• Project Management Capabilities
• Client Focus
• Professional Investment Qualification (CFA)

• Investment Markets Understanding
• Performance Analysis
• Strategic Asset Allocation
• Document Drafting
• Data Analysis
• Complex Analysis

• Attention to Detail
• Effective Communication
• Organizational Skills
• Team Collaboration
• Persuasive Argumentation

• CFA or Equivalent

• Institutional Investors
• Pension Schemes
• Wealth Managers
• Investment Risks
• Market Trends

• Excel
• Power Point
• Word
• Artificial Intelligence