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- 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 and middle office solutions with 13,000 employees worldwide.
- Benefits: Enjoy a dynamic work environment that empowers your unique skills and offers opportunities for growth.
- Why this job: Be part of a transformative journey, working with institutional clients and making a real impact in the industry.
- Qualifications: 7+ years in pensions consultancy, strong background in alternative investments, and excellent communication skills required.
- Other info: This role requires eligibility to live and work in the UK and offers a chance to work on global projects.
The predicted salary is between 72000 - 108000 £ 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.
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 lead/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.
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Investment Consultant - Vice-President/Senior Vice-President | London, UK employer: Apex Group Ltd
Contact Detail:
Apex Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Consultant - Vice-President/Senior Vice-President | London, UK
✨Tip Number 1
Make sure to leverage your network in the pensions consultancy industry. Reach out to former colleagues or industry contacts who may have insights into Apex Group or can provide a referral.
✨Tip Number 2
Stay updated on the latest trends in alternative investments, especially in private markets. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've built long-term relationships with clients and provided high-quality investment advice. Real-life stories can make a strong impression during discussions.
✨Tip Number 4
Familiarize yourself with Apex Group's recent projects and initiatives. Being able to reference their work and align your experience with their goals will show that you're genuinely interested in joining their team.
We think you need these skills to ace Investment Consultant - Vice-President/Senior Vice-President | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the pensions consultancy industry and showcases your background in alternative investments. Emphasize your ability to build long-term relationships and provide high-quality investment advice.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Discuss your understanding of the UK pensions market and how your skills align with the responsibilities of the Investment Consultant position.
Highlight Communication Skills: Since this is a client-facing role, emphasize your exceptional communication skills. Provide examples of how you've successfully interacted with stakeholders and led pitch presentations in previous roles.
Showcase Quantitative Skills: Demonstrate your strong quantitative skills in your application. Include specific examples of how you've used these skills in past projects, particularly in relation to portfolio construction and manager selection.
How to prepare for a job interview at Apex Group Ltd
✨Showcase Your Expertise in Alternative Investments
Make sure to highlight your experience and knowledge in alternative investments, especially in private equity, private credit, infrastructure, and real estate. Be prepared to discuss specific projects or cases where you successfully advised clients 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've effectively interacted with stakeholders in the past.
✨Prepare for Client Relationship Scenarios
Expect questions about how you've built and maintained long-term relationships with clients. Prepare examples that showcase your ability to provide high-quality investment advice and how you’ve contributed to winning new business.
✨Emphasize Your Quantitative Skills
Given the importance of quantitative analysis in this role, be ready to discuss your strong quantitative skills. Bring examples of reports or analyses you've completed that demonstrate your attention to detail and ability to handle multiple projects simultaneously.
