Investment Consultant

Overview

Our client, a leading-edge consultancy, has an exciting opportunity for a part-qualified investment specialist (FIA/FFA/CFA) to develop bespoke investment advice for a range of clients. It is a client-facing role within a market-leading firm.

Responsibilities

• Develop bespoke investment advice for a range of clients.
• Assist with investment manager research; calculate liability projections and analyse actuarial valuation results and cashflow projections.
• Carry out analyses of investment strategies using deterministic and stochastic techniques.
• Deliver findings to a small audience and communicate effectively with stakeholders.

Qualifications

• Part-qualified investment specialist (FIA/FFA/CFA).
• Prior experience in an investment analyst role.
• Strong IT skills. xwzovoh
• Good presentation skills and proven ability to present to an audience.

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