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- Tasks: Analyse investments and produce high-quality reports while supporting junior team members.
- Company: Leading consultancy specialising in defined benefit pension schemes.
- Benefits: Competitive salary, flexible working, and strong support for professional development.
- Why this job: Join a forward-thinking team and make a real impact in the pensions industry.
- Qualifications: Degree in maths, finance, or economics with DB pension experience; CFA or IFoA study preferred.
- Other info: Dynamic environment with opportunities for career growth and client-facing roles.
Is this the next step in your career? Find out if you are the right candidate by reading through the complete overview below.
West Midlands
Salary dependent upon experience: Circa 40k - 60k - negotiable - excellent package
Flexible working - Hybrid - Office
Would suit a person with a maths, finance or economics degree with a minimum of 2 years DB pension experience who is studying for CFA or IFoA exams.
My client is one of the leading providers specialising in defined benefit pension schemes. They are looking to expand their operations and are looking for a Senior Investment Analyst with Defined Benefit pensions experience:
Required skills:- Experience as an investment analyst in the pensions/consulting industry
- Ability to produce high quality investment reports and advice
- A self-starter who can work independently, bring ideas and help develop standard templates
- In-depth knowledge of UK DB pensions and legislation
- Strong academic background and studying for CFA or IFoA exams
- Following the correct do-check-review procedure for each task and signing off work of junior trainees and supporting client managers.
- Identifying gaps in technical knowledge
- Develop into a client-facing consultant
- Manage all investment work
- Provide other team members with training when required
- Support investment analysts in managing their workload
- Provide formal training sessions for the investment analysts where appropriate
If you would like to work for a forward-thinking, flexible, independent consultancy with full support for development and continuous improvement, please apply by sending your CV and quoting job reference: DB.
Senior Investment Analyst in West Bromwich employer: AES
Contact Detail:
AES Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Analyst in West Bromwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and pensions industry. Attend events, webinars, or even local meet-ups to get your name out there. You never know who might have a lead on that perfect Senior Investment Analyst role!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss UK DB pensions and legislation confidently. We recommend practising common interview questions and even doing mock interviews with friends or mentors to nail your delivery.
✨Tip Number 3
Showcase your skills! Create a portfolio of your best investment reports and analyses. This will not only demonstrate your expertise but also give you something tangible to discuss during interviews. Remember, actions speak louder than words!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search. So, get that CV polished and hit 'apply'!
We think you need these skills to ace Senior Investment Analyst in West Bromwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Investment Analyst role. Highlight your experience in DB pensions and any relevant qualifications like CFA or IFoA. We want to see how your background fits with what we're looking for!
Showcase Your Skills: In your application, don’t just list your skills—show us how you've used them! Whether it’s producing high-quality investment reports or working independently, give us examples that demonstrate your expertise.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant to the role—we want to understand your experience without getting lost in technical terms!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy—just follow the prompts!
How to prepare for a job interview at AES
✨Know Your Numbers
As a Senior Investment Analyst, you'll need to demonstrate your strong grasp of financial concepts. Brush up on key metrics and be ready to discuss how you've applied them in your previous roles. This shows you’re not just familiar with the theory but can also translate it into practice.
✨Showcase Your Reports
Prepare to talk about the high-quality investment reports you've produced. Bring examples if possible, and be ready to explain your thought process behind them. This will highlight your analytical skills and attention to detail, which are crucial for this role.
✨Be Client-Focused
Since the role involves client-facing responsibilities, think about how you can demonstrate your ability to communicate complex information clearly. Prepare examples of how you've successfully interacted with clients or stakeholders in the past, showcasing your interpersonal skills.
✨Stay Current with Legislation
Make sure you're up-to-date with the latest UK DB pensions legislation. Being able to discuss recent changes and their implications will show that you’re proactive and knowledgeable, which is essential for a position that requires managing investment work.
