Job Description
Job Title: Vice-President/Senior Vice-President – Investment Consultant
Division: Investment Advisory
About Investment Advisory
Apex Investment Advisory division (IA) provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on‑going portfolio monitoring, and bespoke consulting advice and analytics. Our clients are primarily institutional investors such as pension funds, financial institutions, family offices and charities.
The team covers all asset classes with a specialist focus on alternative investments, including private markets: infrastructure, real estate, private credit and private equity.
About the job
You will be a core member of the investment advisory team, maintaining active relationships with and providing advice to our existing portfolio of clients. You will also lead or be involved in high‑impact projects for institutional clients, such as strategy reviews, manager selection, due diligence, and other client engagements.
Drawing on your understanding of the UK/global institutional investment allocator market (e.g. pensions), you will have significant involvement in winning new business and introducing our firm to prospective clients. This includes preparing and leading pitch teams, contributing to new ideas, completing tenders, and delivering pitch presentations. The role covers UK clients as well as international clients and will help grow our institutional footprint globally.
A key focus of the role will be developing and building the business in the UK and internationally (e.g. Middle East) to support the expansion of Apex Investment Advisory and broaden its global footprint.
Candidate Profile
- Relevant experience in the investment and/or pensions consultancy industry.
- Knowledge of institutional allocator markets such as sovereign investors, pensions, insurance, family offices, financial institutions, and wealth channels.
- Experience building long‑term relationships and providing high‑quality investment advice to clients.
- Background in alternative investments, especially private markets (private equity, private credit, infrastructure, real estate).
- Exceptional communication skills, demonstrated through successful interaction with stakeholders.
- Ability to work in a team environment while also working independently when necessary.
- Ability to use initiative and take ownership of projects.
- Strong quantitative skills.
- Excellent report‑writing skills and ability to communicate complex ideas.
- Excellent attention to detail.
- Ability to manage multiple projects simultaneously and adapt to changing deadlines.
- Experience winning new advisory client business will be favourably considered.
Qualifications
- Minimum of 7 years’ relevant experience.
- Fully qualified or part‑qualified professional qualifications such as the CFA and FIA.
Eligibility
- Upper‑second level degree from a reputable university, ideally in finance, mathematics, engineering, sciences or business.
- Substantial experience working with investment allocators and the institutional investor market.
- This is a client‑facing role; candidates must be physically located and eligible to live and work in the United Kingdom.
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