Investment Consultant


Our client is looking to hire an Investment Consultant to join their team in Berkshire on a Permanent basis.

Ref: 48965

  • Location: Berkshire
  • Category: Investment
  • Type: Permanent


Key duties:

  • Working in client teams to produce strategic advice
  • Setting up asset liability models to help their clients better understand risk
  • Producing clear written advice to help their clients quickly identify and understand the key issues
  • Preparing monitoring reports to help their clients understand what is driving performance
  • Attending client meetings to help deliver advice and understand the importance of effective communication
  • Researching investment ideas across the full range of asset classes
  • Researching fund managers
  • Supporting asset transitions across managers and funds
  • Contributing to the continuous debate about how they do an even better job for their clients (e.g. new investment ideas or ways to communicate investment concepts)


Other Skills:

  • Passionate about investments and investing
  • Excellent communication skills, both verbal and written
  • Strong desire to become a client facing consultant
  • Confidence to express a view
  • Hard working, dedicated individual
  • Desire to take responsibility for work
  • Effective organisation skills and ability to manage and prioritise workload
  • Proactive attitude & quick to learner
  • Care and keen attention to detail

Qualifications required:

  • Progress towards the CFA or actuarial exams

Experience required:

  • Experience of the investment issues faced by pension schemes
  • Experience of delivering advice to pension schemes
  • Experience of researching investment ideas or investment managers


Investment Consultant



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