Associate Investment Consultant


Our client is looking to hire a Associate Investment Consultant to join their team in their Hampshire based office on a Permanent basis.

Ref: 48794

  • Location: Hampshire
  • Category: Life Actuarial
  • Type: Permanent


Key Duties:

  • Run spreadsheet models in connection with investment strategy
  • Assist the Consultant in identifying suitable investment strategies
  • Identify suitable investment structures to implement strategies, taking into account individual client’s circumstances and preferences
  • Conduct investment manager research and formulate views on investment managers’ capabilities
  • Conduct investment manager selection exercises, leading clients to reach decisions on managers
  • Calculate investment performance figures for performance monitoring purposes
  • Maintain up-to-date knowledge of market practice and legislation
  • Draft performance monitoring reports, including commentary, to a level where the report needs only a brief review by the signatory
  • Understand the basis of transfers of assets between investment managers and liaise with managers during the transfer
  • Undertake performance and risk assessment of portfolios
  • Review work done by other staff, including both detailed checks and a check for overall reasonableness
  • Draft non-standard documents to a standard where they are suitable for review by the signatory


Other Skills:

  • Excellent presentation and communication skills, including drafting advice that he/she would be happy to sign
  • Time management and delegation ability, to juggle variable, sometimes high, workloads
  • Work to agreed deadlines and give regular unsolicited progress reports
  • Good Excel and project management skills
  • Gain the confidence of partners and other staff
  • Work within a team environment and participate positively in team discussions
  • Share ideas and present persuasive arguments
  • Demonstrate commercial awareness

Experience required:

  • Minimum of two years’ experience in a UK pension fund investment consultancy or have a background in a pensions consultancy, with some direct experience in an investment advisory role for at least a year




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