Job description
My client set up their investment practice in 1970 and has been providing advice to pension schemes since then. Investment consultancy is a core service, it is one of the most rapidly growing segments of the consulting business and represents a sizeable proportion of revenue.
The Investment Practice provides a full advisory and implementation service for their clients. They advise on all aspects of investment including forming investment objectives, medium and long term asset allocation, asset liability modelling, portfolio structures (including mainstream and alternative assets), manager selections, monitoring, governance, training and compliance. Main duties will include:-
Act as the lead consultant for small clients and the main support to a lead consultant on larger clients.
Work with client team to formulate advice and take responsibility for that advice.
Provision of routine advice to clients and act as day to day contact for all sizes of client.
Prepares meeting materials and can lead client meetings
Make some contribution to the thought leadership of the business through research and development.
Contribute to the growth of the business through contributing to marketing and new business.
The ideal candidate will be a nearly or recently qualified actuary or CFA with prior experience of investment consulting, although consideration will be given to candidates from fund management or banking who have been involved in advising UK occupational pension schemes.
Goodman Masson is acting as an Employment Agency in relation to this vacancy.
Goodman Masson is an equal opportunities employer.