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Investment Consultant

Job Title: Investment Consultant
Contract Type: Permanent
Location: West Midlands, England
Industry:
Salary: £50000 - £60000 per annum + benefits + study support + bonus
: ASAP
REF: HKI111218_1555428391
Contact Name: Helen Kinloch
Contact Email: Helen.Kinloch@ojassociates.com
Job Published: 2 months ago

Job Description

Calling West Midlands investment professionals!

Calling West Midlands investment professionals!

I'm looking for a nearly/newly qualified investment consultant with up to 2 years' PQE (CFA or FIA) to join one of my favourite clients whose Investment Consulting practice is going from strength to strength for a key hire in 2019, which has arisen due to natural growth.

Ideally, you will have 3 to 7 years' UK DB pension fund investment consultancy experience; in this role, though, your work will be with Trustees, corporates, charities, insurers and local authorities.

Although no day here is ever the same, typical work will include:

  • Liability projections and analysing valuation results and cashflow projections.
  • Drafting investment advice and preparation of investment performance reports
  • Investment manager research.
  • Client management and attending client meetings.

Requirements:

  • Demonstrable DB experience (ideally in an investment consulting role although those from a DB Trustee consulting background are certainly also able to apply)
  • Strong technical skills

Don't miss out on such a coveted role in the market and do get in touch; if this sounds like you, I'd love to hear from you.

Helen Kinloch
Manager | Pensions Actuarial & Investment Solutions
Helen.Kinloch@ojassociates.com | 02038619173
www.linkedin.com/in/helenkinloch/