We are looking for an insightful, adaptable and motivated consultant to join our growing Delegated Investment Services (DIS) team within the client relationship team.
The role will involve working with a variety of UK Defined Benefit pension schemes covering a range of asset sizes, sectors and industries (including many household names) where we have a fiduciary management / delegated relationship.
As a Senior Associate, you will support the lead consultant in managing client relationships day-to-day and ensuring high quality delivery of our service to a portfolio of c6-10 clients.
The role is both analytical and client facing you will be involved in working with clients to understand their needs and ensuring they get access to the most appropriate solutions that we offer.
Over time, this role will allow you to develop your knowledge of markets, investment managers, and broader industry matters, and encourage you to build your responsibility within the team.
Some knowledge of UK DB pension scheme investment arrangements would be beneficial. However, you will receive training and on-the-job coaching and support to help you develop into a client lead of the future.
The role opportunity allows for flexibility in your working arrangements and we would be happy to discuss this with you further.
Assisting client leads in our commitment to providing a best in class’ investment service to clients
Take responsibility for producing or delivering client reports covering investment performance, investment strategy and ad hoc topics as required, communicating complex ideas in an easy-to-understand manner
Take ownership and responsibility for client and internal project management
Become the day-to-day contact for clients and develop and maintain strong relationships with client contacts
Understand our client relationships, including understanding their business environments
Develop a deep understanding of our solutions and the role they play in client portfolios
Support a collaborative and inclusive working environment
Build strong relationships across your working network and collaborate effectively across all specialist internal teams (e.
g. research, reporting, portfolio management) in a timely and efficient manner
Help to develop more junior colleagues, to either support you or provide services to other clients, through effective mentoring and coaching
Learn to understand and implement our Professional Excellence’ principles and risk management techniques
Engage in ongoing training and professional development to enhance technical investment knowledge
We will support you in studying towards a professional qualification
We would expect individuals at this level to have some relevant industry experience. Experience from an Asset Management or Consulting environment would be beneficial.
Completion of or studying towards a professional qualification, eg CFA
Curiosity for Investment and ambition to learn more about our business, clients and solutions
Desire and ability to develop relationships in order to build excellent client management skills
Commitment to providing a best in class’ service to clients
Ability to build strong networks internally in the Investment business and to collaborate effectively on cross-functional teams
Equal opportunity employer