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For Companies At a Glance
- Tasks: Lead high-impact investment projects and provide expert advice to institutional clients.
- Company: Join Apex Group, a global leader in fund administration and investment consulting.
- Benefits: Competitive salary, professional development, and opportunities for international travel.
- Why this job: Make a real impact in the investment world while growing your career globally.
- Qualifications: 7+ years in investment consultancy with strong communication and quantitative skills.
- Other info: Dynamic team environment with a focus on alternative investments and client relationships.
The predicted salary is between 43200 - 72000 £ per year.
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 reaches globally, services locally, and provides cross-jurisdictional services. With clients at the heart of everything we do, our team has delivered on an unprecedented growth and transformation journey and we are represented by over circa 13,000 employees across 112 offices worldwide. Our career with us should reflect your energy and passion. At Apex Group, 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, with the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
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, ongoing portfolio monitoring, in addition to bespoke consulting advice and analytics, servicing primarily institutional investors such as Pension Funds, Financial Institutions, 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.
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/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/global institutional investment allocator market (e.g. pensions), 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. A key focus of the role will be developing and building the business in the UK and internationally (e.g. Middle East) to help drive the expansion of Apex Investment Advisory and expand its global footprint.
Candidate Profile
- Relevant experience of working within the Investment and/or Pensions Consultancy industry
- Experience and knowledge of institutional allocator markets such as sovereign investors, pensions, insurance, family offices, financial institutions, and wealth channels 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
- Experience of winning new advisory client business will be favourably considered
Qualifications
- Minimum of 7 years’ relevant experience
- Fully qualified/Part-qualified professional qualifications such as the CFA and FIA
Eligibility
- Candidates are expected to have an upper-second level degree from a good university, ideally in finance, mathematics, engineering, sciences or business.
- Substantial experience working with investment allocators and the institutional investor market
- This is a client-facing role and as such, candidates must be physically located and eligible to live and work in the United Kingdom.
Investment Consultant (VP/SVP) employer: Apex Group Ltd
Contact Detail:
Apex Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Consultant (VP/SVP)
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. We all know that personal connections can open doors, so don’t be shy about reaching out to people in the investment consultancy space.
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their values, recent projects, and how they operate. We want you to walk in feeling confident and ready to show how you can contribute to their growth!
✨Tip Number 3
Practice your pitch! You’ll need to showcase your experience and how it aligns with the role. We suggest rehearsing with a friend or mentor to get feedback and refine your delivery. Remember, first impressions count!
✨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 and engaged with our brand.
We think you need these skills to ace Investment Consultant (VP/SVP)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Consultant role. Highlight your relevant experience in investment and pensions consultancy, especially your work with institutional allocators. We want to see how your skills align with what we do at Apex!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us about your passion for investment consulting and how you can contribute to our team. Be sure to mention any specific projects or achievements that showcase your expertise.
Showcase Your Communication Skills: Since this is a client-facing role, we need to see your exceptional communication skills in action. Whether it's in your CV, cover letter, or any additional documents, make sure you convey complex ideas clearly and effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re serious about joining the Apex team!
How to prepare for a job interview at Apex Group Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of the investment and pensions consultancy industry. Understand the key players, trends, and challenges in the market. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Relationships
Be prepared to discuss your experience in building long-term relationships with clients. Have specific examples ready that demonstrate how you've provided high-quality investment advice and how those relationships have benefited both you and your clients.
✨Quantitative Skills Matter
Since this role requires strong quantitative skills, be ready to discuss your analytical abilities. You might be asked to solve a problem or analyse a scenario during the interview, so practice explaining your thought process clearly and concisely.
✨Pitch Perfect
Given the emphasis on winning new business, prepare to talk about your experience with pitch presentations. Think of a successful pitch you've led, what made it effective, and how you can apply those lessons to future opportunities at Apex Group.
