Associate Investment Consultant

Associate Investment Consultant - South East - CFA/FIA part qualified

I have been mandated to recruit an Associate Investment Consultant for my client's Investment Advisory team in the South East.

In a role where you will be instrumental in adding value to the team and to clients, you will be proactively supporting lead consultants, responsible for the delivery of tailored and bespoke, high-quality advice, attending client meetings, and acting as a point of contact for clients.

In return, the business, which is held in high esteem within the market, offers unrivalled career progression opportunities, the chance to work alongside a successful and friendly team and a competitive rewards package. In addition, there is truly a wide variety of work available as the team undergoes a phase of exciting and sustained growth.

You will have:

• Progress towards the FIA or CFA qualification
• A good understanding of all main asset classes
• At least 2 years' previous investment experience gained within a consultancy environment
• An understanding of the design and implementation issues for DC schemes as well as the asset-liability process, pension liabilities, regulation and legislation and investment theory

This is a long-standing client of mine and Oliver James Associates and I would be delighted to share further detail on request. The commute is a quick 40 minute train from Waterloo.

Helen Kinloch
Managing Consultant | Pensions Actuarial & Investment Solutions
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