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- Tasks: Draft investment advice and support senior consultants in delivering top-notch client solutions.
- Company: Join Aptia, a leading firm simplifying complexity for businesses globally.
- Benefits: Competitive salary, diverse workplace, and opportunities for professional growth.
- Why this job: Make a real impact in the pensions industry while developing your skills.
- Qualifications: Experience in investment analysis and a strong academic background; CFA or IFoA candidates preferred.
- Other info: Dynamic team environment with a commitment to diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.
We have strengthened our capability by launching a new Consulting and Actuarial business within Aptia’s UK business. This has been enabled by the acquisition of Atkin Pensions, a specialist firm of consulting actuaries and administrators based in Solihull. This move is in direct response to what our clients have been asking for – a single, trusted partner that can deliver administration, actuarial expertise, investment advice and strategic consulting in one, cohesive service. By bringing Atkin Pensions into Aptia, we are now able to offer a fully integrated proposition for our clients.
The Atkin Investment Consulting team currently consists of two Senior Investment Consultants who require support in drafting and preparing investment advice as well as developing templates and the proposition that is taken to clients. The client base is predominantly small defined benefit pension schemes (AUM £20m and below).
Responsibilities
- Draft all types of investment advice that trustees of DB pension schemes will need, e.g. quarterly reporting, SIPs, manager advice, transition advice, cashflow advice, input in Trustee Report and Accounts etc.
- Clearly lay out calculations with all figures in reports and emails supportable and evidenced on file.
- Check work of junior trainees and ask questions/highlight to any further checker where do not feel confident to fully sign-off the work.
- Ensure use of standard models and templates where available and assist in developing standard models and templates.
- Communicate with the team to understand timescales, budgets and priorities.
- Understand budgets applicable to each project and notify senior investment consultants where budgets are likely to be exceeded.
- Minimise time spent by more senior staff by ensuring work is easy to follow. Clearly set out any checks that have been performed and any issues and assumptions that have required judgement. Address any issues before senior staff review where possible.
- Manage own workflow ensuring that work is carried out within agreed timescales. Notify team members of any conflicts in priorities or problems meeting deadlines.
- Support the client managers in providing billing information where required.
- Attend manager research meetings to understand different investment approaches and asset classes in greater detail, drafting notes and providing views on the offerings.
- Attend client meetings and contribute to discussions where required and appropriate.
- Build relationships with specific clients where appropriate.
- Manage all investment work on specific clients as agreed ensuring deadlines are agreed and met.
What we’re looking for
- 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.
If you are interested in this role and then we’d love to hear from you. Please go ahead and click apply to submit your CV. Aptia is committed to celebrating the diversity of its employees and are proud to be an Equal Opportunities employer. We strive to create a workplace where all colleagues feel they belong and are supported to succeed in their roles. If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to email us at Recruitment_UK@aptia-group.com.
Senior Investment Analyst employer: Aptia Group
Contact Detail:
Aptia Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment and pensions industry. Attend events, webinars, or even casual meet-ups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Aptia and its recent developments, especially the new Consulting and Actuarial business. Show us that you understand our mission and how you can contribute to simplifying complexity for our clients.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience as an investment analyst and how it aligns with the role. Highlight your ability to produce high-quality reports and your knowledge of UK DB pensions – we want to see your passion shine through!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in being part of the Aptia team. Let’s make it happen!
We think you need these skills to ace Senior Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Investment Analyst role. Highlight your experience in the pensions and consulting industry, and showcase any relevant projects or achievements that demonstrate your ability to produce high-quality investment reports.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for Aptia. Mention your understanding of UK DB pensions and legislation, and how your skills align with the responsibilities outlined in the job description.
Showcase Your Analytical Skills: Since the role involves drafting investment advice and checking work, make sure to highlight your analytical skills. Provide examples of how you've successfully managed workflows and ensured accuracy in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Aptia Group
✨Know Your Numbers
As a Senior Investment Analyst, you'll need to be comfortable with figures and calculations. Brush up on your financial modelling skills and be ready to discuss how you approach drafting investment advice. Prepare examples of reports you've created in the past, highlighting your attention to detail and ability to present complex data clearly.
✨Understand the Client Base
Familiarise yourself with the specific needs of small defined benefit pension schemes. Research common challenges they face and think about how your experience can help address these issues. Being able to speak knowledgeably about the client base will show that you're not just qualified, but also genuinely interested in their success.
✨Showcase Your Independence
The role requires a self-starter who can work independently. Be prepared to share instances where you've taken initiative or developed new templates or processes. Highlight your ability to manage your workflow effectively and how you've minimised the workload for senior staff in previous roles.
✨Engage with the Team
Collaboration is key in this role. During the interview, demonstrate your communication skills by discussing how you've worked with teams in the past. Share examples of how you've contributed to team discussions or supported colleagues, especially in high-pressure situations. This will show that you can build relationships and work well within a team environment.
