At a Glance
- Tasks: Review investment reports, draft tailored advice, and assist with research and analysis.
- Company: Join Barnett Waddingham, a leading investment consulting firm based in Cheltenham.
- Benefits: Enjoy competitive bonuses, private medical cover, and up to 30 days holiday per year.
- Other info: This role offers hybrid working and a supportive environment for recent graduates.
- Why this job: Be part of a dynamic team, develop your skills, and make a real impact in investment consulting.
- Qualifications: Ideal candidates are pursuing actuarial or CFA exams and have prior investment analyst experience.
The predicted salary is between 28800 - 43200 £ per year.
Investment Client Specialist (Permanent)
We are looking for an Investment Client Specialist to join our Investment Consulting team in Cheltenham. The role is permanent and works on a hybrid basis.
Snapshot of Your Day
- Reviewing/checking investment performance reports.
- Drafting investment advice to address the specific needs of clients, including the formulation of tailored recommendations.
- Assisting with investment manager research.
- Calculating liability projections and analysing actuarial valuation results and cashflow projections.
- Carrying out analysis of investment strategies using deterministic and stochastic techniques.
- Checking work of others and helping more recent new graduates/colleagues.
Qualifications / Experience
- Expected completion or completion of actuarial or CFA exams within a reasonable timeframe.
- Prior experience working in an investment analyst role.
- Developed presentation skills to a small audience.
Benefits
- Competitive discretionary annual bonus
- Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading.
- Comprehensive voluntary benefits to suit you and your family, such as an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance (pay up to 50% of your gym/sports membership up to £50 per month), travel insurance, paid volunteering, and a broad range of retailer discounts.
- For a full list of benefits, please click here.
Accessibility
We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here.
Contact
All enquiries should be directed to careers@barnett-waddingham.co.uk. We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out.
Seniority level: Associate
Employment type: Full-time
Job function: Consulting
#J-18808-Ljbffr
Investment Client Specialist in Cheltenham employer: Barnett Waddingham
Barnett Waddingham is an excellent employer, offering a supportive work culture that values detail-oriented professionals in the IT sector. With hybrid working options available in vibrant locations like Birmingham and Amersham, employees benefit from a competitive package that includes a generous pension and annual bonus, alongside ample opportunities for personal and professional growth within a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Client Specialist in Cheltenham
✨Tip Number 1
Familiarise yourself with the latest trends in investment strategies and performance analysis. This will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Barnett Waddingham on LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience that showcase your analytical skills and ability to draft tailored investment advice. Real-life scenarios can make a strong impression.
✨Tip Number 4
Stay updated on actuarial and CFA exam requirements, as well as any recent developments in the field. Showing that you are proactive about your professional development can set you apart from other candidates.
We think you need these skills to ace Investment Client Specialist in Cheltenham
Some tips for your application 🫡
Understand the Role:Before applying, make sure you fully understand the responsibilities of an Investment Client Specialist. Familiarise yourself with tasks such as reviewing investment performance reports and drafting tailored investment advice.
Highlight Relevant Experience:In your CV and cover letter, emphasise any prior experience in investment analysis or related roles. Mention specific projects or tasks that align with the job description to demonstrate your suitability.
Showcase Your Qualifications:If you have completed or are expecting to complete actuarial or CFA exams, make sure to highlight this in your application. This shows your commitment to the field and aligns with the company's expectations.
Tailor Your Application:Customise your CV and cover letter for Barnett Waddingham. Use keywords from the job description and reflect on how your skills and experiences make you a perfect fit for their Investment Consulting team.
How to prepare for a job interview at Barnett Waddingham
✨Know Your Numbers
As an Investment Client Specialist, you'll be dealing with investment performance reports and actuarial valuations. Brush up on your numerical skills and be prepared to discuss how you would analyse these figures during the interview.
✨Tailor Your Advice
The role involves drafting tailored investment advice for clients. Think about examples from your past experience where you've successfully customised recommendations based on specific client needs, and be ready to share these during your interview.
✨Showcase Your Presentation Skills
Since you'll need to present to small audiences, practice explaining complex investment concepts in a clear and engaging manner. Prepare a brief presentation or example to demonstrate your ability to communicate effectively.
✨Research Barnett Waddingham
Familiarise yourself with Barnett Waddingham's values, services, and recent news. This will not only help you understand their approach but also allow you to ask insightful questions, showing your genuine interest in the company.
