Investment Consultant (VP/SVP) in London

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.

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.