Role Overview
Our Investment business unit is a key component of our consulting services and firmly established as a UK market leader. We currently advise on over ~£200 billion of assets for a diverse client base, providing full investment consulting services to defined benefit pension trustees and sponsors across a wide range of business and industry sectors, local government pension schemes and other public sector clients.
What this role looks like
You’ll work closely with Investment Consultants to deliver clear, practical advice to trustee (private sector and local government) and corporate clients. You’ll support lead Consultants on workflow, project management and drafts of advice from start to finish.
Key responsibilities
- support Investment Consultants to provide advice to trustees and corporate clients on a wide range of issues
- draft standard and bespoke advice for review by consultants across an array of investment topics
- deliver reports and advice to clients at meetings, where required
- act as a key point of contact for clients and other stakeholders
- co‑ordinate business‑as‑usual workflow and smaller projects across client teams
- draft annual budgets, monthly billing and scopes of work for clients
- coach and mentor analysts within client teams and the wider investment team
- contribute to business development and client prospecting activities
- build the profile of the Investment team and the firm through networking and thought leadership
- build strong links across the business to support cross‑selling
- adhere to core business and compliance requirements
- participate in relevant training sessions and internal groups
What you’ll bring
- strong technical investment knowledge and analytical skills
- excellent written and verbal communication skills
- flexible, proactive and innovative approach to problem solving
- working style aligned to our values – friendly, partnering, straightforward and confident
- strong organisational skills and ability to manage competing priorities
- ability to work collaboratively across diverse teams
- relevant experience in investment consultancy, fund management or a related investment role
- degree in a numerate discipline such as maths or economics (or equivalent)
- strong IT skills, particularly across Microsoft Office
- understanding of UK DB pension schemes, asset classes and legislative frameworks
- commercial awareness of the pensions and employee benefits market
Additional requirements
Please note that as part of the recruitment process candidates will be asked to deliver a short presentation.
What we offer
- competitive salary and access to our profit‑share scheme
- flexible selection of employee benefits, chosen to suit your lifestyle and needs
- collaborative and encouraging work environment
- on‑site mental health and wellbeing assistance
- commitment to professional and personal development, mentoring opportunities and access to our award‑winning learning portal, Aspire
- regular social activities, 3 days paid volunteering leave each year and a day’s leave to celebrate your birthday
- hybrid working – flexibility to work from home with the expectation of two in‑office days per week
- flexible working window between 7 am and 7 pm
Inclusive hiring
We are committed to developing our people and encourage everyone to carve out their own career path. We welcome applications from individuals from all backgrounds, including but not limited to age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation and socio-economic background.
If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process, please let us know.
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