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For Companies At a Glance
- Tasks: Join our investment advisory team to provide top-notch consulting services and lead impactful projects.
- Company: Apex Group is a global leader in fund administration with over 13,000 employees across 112 offices.
- Benefits: Enjoy a supportive environment that empowers your unique skills and offers opportunities for growth.
- Why this job: Be part of a dynamic team that values innovation and drives industry-changing ideas.
- Qualifications: 7+ years in pensions consultancy, strong communication skills, and a relevant degree required.
- Other info: This role involves working with both UK and international clients, expanding our global reach.
The predicted salary is between 43200 - 72000 £ per year.
Investment Consultant – Vice-President/Senior Vice-President The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ’empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Investment Consultant – Vice-President/Senior Vice-President
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, in addition to bespoke consulting advice and analytics, servicing primarily institutional investors such as Pension Funds, Family Offices and Charities.
The team covers all asset classes with a specialist focus on alternative investments, including private markets, specifically infrastructure, real estate, private credit and private equity.
About the job
You will be a core member of the investment advisory team. You’ll maintain active relationships with and provide advice to our existing portfolio of clients as well as will lead/be involved in a variety of high-impact projects for institutional clients such as strategy reviews, manager selection, due diligence and other client projects.
Drawing on your understanding of the UK pensions market, you will have significant involvement in winning new business and introducing our firm to prospective clients (including preparing and leading pitch teams, contributing to new ideas, tender completions, and pitch presentations). This role will cover UK clients as well as international clients and will help to grow our institutional footprint globally.
Candidate Profile
- Relevant experience of working within the Pensions Consultancy industry,
- Experience and knowledge of the market for DC schemes in the UK an advantage;
- Experience of building long-term relationships with and providing high-quality investment advice to clients
- Background in alternative investments, especially private markets (private equity, private credit, infrastructure, real estate) essential
- Exceptional communication skills, demonstrated through your ability to interact successfully with stakeholders;
- Ability to work in a team environment, but can work independently if necessary
- Ability to use initiative and work independently, taking ownership
- Strong quantitative skills
- Excellent report writing skills and ability to communicate complex ideas
- Excellent attention to detail
- Ability to work on multiple projects simultaneously and adjust to changing deadlines
Qualifications
- Minimum of 7 years’ relevant experience
- Fully qualified/Part-qualified professional qualifications such as the CFA and FIA
Eligibility
- Candidates must have an upper-second level degree from a good university, ideally in finance, mathematics, engineering, sciences or business.
- This is a client-facing role and as such, candidates must be physically located and eligible to live and work in the United Kingdom.
Job ID JR-0008557#J-18808-Ljbffr
Investment Consultant - Vice-President/Senior Vice-President employer: Apex Ltd / Apex Fintech Solutions
Contact Detail:
Apex Ltd / Apex Fintech Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Consultant - Vice-President/Senior Vice-President
✨Tip Number 1
Make sure to leverage your network within the pensions consultancy industry. Reach out to former colleagues or industry contacts who may have insights into Apex Group's culture and values, as well as any potential openings.
✨Tip Number 2
Stay updated on the latest trends in alternative investments, especially in private markets. This knowledge will not only help you during interviews but also demonstrate your commitment to the field and your ability to provide high-quality investment advice.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully built long-term relationships with clients. Highlight your communication skills and ability to work independently, as these are crucial for a client-facing role at Apex Group.
✨Tip Number 4
Familiarize yourself with Apex Group's recent projects and initiatives. Being knowledgeable about their work will allow you to tailor your discussions and show how your experience aligns with their goals, making you a more attractive candidate.
We think you need these skills to ace Investment Consultant - Vice-President/Senior Vice-President
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of the Investment Consultant position. Tailor your application to highlight your relevant experience in pensions consultancy and alternative investments.
Highlight Relevant Experience: Emphasize your experience in building long-term client relationships and providing high-quality investment advice. Use specific examples that demonstrate your expertise in private markets and your understanding of the UK pensions market.
Showcase Communication Skills: Since this is a client-facing role, it's crucial to showcase your exceptional communication skills. Provide examples of how you've successfully interacted with stakeholders and led pitch presentations in your previous roles.
Tailor Your CV and Cover Letter: Customize your CV and cover letter to reflect the qualifications and skills mentioned in the job description. Make sure to include your professional qualifications like CFA or FIA, and any relevant academic background.
How to prepare for a job interview at Apex Ltd / Apex Fintech Solutions
✨Showcase Your Expertise in Alternative Investments
Make sure to highlight your background in alternative investments, especially in private equity, private credit, infrastructure, and real estate. Be prepared to discuss specific projects or experiences that demonstrate your knowledge and success in these areas.
✨Demonstrate Strong Communication Skills
Since this is a client-facing role, it's crucial to exhibit exceptional communication skills. Practice articulating complex investment concepts clearly and concisely, as well as how you have successfully interacted with stakeholders in the past.
✨Prepare for Client Relationship Scenarios
Expect questions about building and maintaining long-term client relationships. Prepare examples of how you've provided high-quality investment advice and navigated challenges in client interactions.
✨Emphasize Your Quantitative Skills
Given the quantitative nature of the role, be ready to discuss your analytical abilities and how you've applied them in previous positions. Bring examples of reports or analyses you've created that showcase your attention to detail and quantitative expertise.
