Investment Client Specialist

LGBT Great; Cheltenham; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A dynamic investment consulting firm seeks an Investment Client Specialist to enhance its team in Cheltenham. This hybrid role involves reviewing performance reports, drafting tailored investment advice, and conducting thorough analyses. Ideal candidates will have experience in investment analysis, strong IT skills, and a commitment to completing relevant professional exams. Attractive benefits include a competitive bonus, comprehensive pension scheme, private medical cover, and various voluntary benefits to cater to personal needs.

Benefits

Competitive discretionary annual bonus

Generous pension scheme

Private medical cover

Life assurance

Sports Allowance

Qualifications

• Experience in an investment analyst role.
• Ability to draft tailored investment advice.
• Proficiency in analyzing investment strategies.

Responsibilities

• Reviewing investment performance reports.
• Drafting investment advice tailored to clients' needs.
• Assisting with investment manager research.

Skills

Strong IT skills

Presentation skills

Education

Completed or expected CFA exams

Job description

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.

A snapshot of your day:

• 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.

We would love to hear from you if you have:

• 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.

What’s in it for you:

• 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