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- Tasks: Lead high-impact investment projects and provide expert advice to institutional clients.
- Company: Join a leading investment advisory firm with a global reach.
- Benefits: Competitive salary, professional development, and opportunities for international travel.
- Other info: Dynamic role with opportunities to grow your career internationally.
- Why this job: Make a real impact in the investment world while expanding your professional network.
- Qualifications: 7+ years in investment consultancy with strong communication and quantitative skills.
The predicted salary is between 100000 - 150000 £ per year.
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, and 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 and 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 (e.g. 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.
A key focus of the role will be on 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.
Senior Vice President, Investment Advisory employer: Apex Group Ltd
Contact Detail:
Apex Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Vice President, Investment Advisory
✨Network Like a Pro
Get out there and connect with people in the investment advisory space. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to potential contacts. Remember, it’s all about who you know!
✨Showcase Your Expertise
When you get the chance to meet with potential clients or during interviews, make sure to highlight your experience in alternative investments and your understanding of institutional allocators. Share specific examples of how you've added value in previous roles.
✨Prepare for Pitching
Since this role involves leading pitch teams, practice your presentation skills. Create mock pitches based on real scenarios and get feedback from peers. The more prepared you are, the more confident you'll feel when it counts!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Apex Investment Advisory.
We think you need these skills to ace Senior Vice President, Investment Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior Vice President, Investment Advisory. Highlight your relevant experience in investment consultancy and your understanding of institutional allocator markets. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your achievements in building client relationships and winning new business. Let us know what excites you about joining Apex Investment Advisory.
Showcase Your Communication Skills: Since this role involves interacting with stakeholders, make sure your application reflects your exceptional communication skills. Whether it's through your CV, cover letter, or any additional documents, we want to see how you can 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 that you’re keen on being part of our team at Apex Investment Advisory!
How to prepare for a job interview at Apex Group Ltd
✨Know Your Stuff
Make sure you brush up on the latest trends in investment advisory and alternative investments. Familiarise yourself with key concepts like portfolio construction and manager selection, as well as the specific needs of institutional investors. This will help you speak confidently about how your experience aligns with the role.
✨Showcase Your Relationships
Be ready to discuss your experience in building long-term relationships with clients. Prepare examples of how you've successfully advised clients in the past, particularly in the context of winning new business or managing high-impact projects. This will demonstrate your ability to connect with stakeholders.
✨Prepare for Technical Questions
Expect to face questions that test your quantitative skills and understanding of the investment landscape. Brush up on your knowledge of private equity, real estate, and other alternative investments. Being able to articulate complex ideas clearly will set you apart from other candidates.
✨Practice Your Pitch
Since you'll be involved in preparing and leading pitch teams, practice presenting your ideas succinctly and persuasively. Think about how you would approach a pitch to a prospective client and be prepared to discuss your strategies for expanding Apex Investment Advisory's footprint in the UK and internationally.