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For Companies At a Glance
- Tasks: Analyse investment strategies and draft tailored advice for clients.
- Company: Join a leading investment consulting firm with a supportive culture.
- Benefits: Enjoy a competitive bonus, generous pension, and up to 30 days holiday.
- Why this job: Make a real impact in the investment world while developing your skills.
- Qualifications: Actuarial or CFA exam progress and prior investment analysis experience required.
- Other info: Hybrid working model with opportunities for personal and professional growth.
The predicted salary is between 28800 - 48000 £ per year.
We have an exciting new opportunity for an Investment Client Specialist to join our Investment Consulting team. This is a permanent role based in our Cheltenham office working on a hybrid basis.
A 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.
Requirements
- Have completed or an expectation of completing the actuarial or CFA exams within a reasonable timeframe.
- Prior experience of working in an investment analyst role.
- Strong IT skills.
- Developed presentation skills to a small audience.
Benefits
- Competitive discretionary annual bonus.
- Generous pension scheme.
- Core benefits for you including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading.
- A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts.
We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here.
Investment Client Specialist in London employer: Barnett Waddingham
Contact Detail:
Barnett Waddingham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Client Specialist in London
✨Tip Number 1
Network like a pro! Reach out to current employees in the investment sector, especially those at our company. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for interviews by practising common questions related to investment strategies and client management. We recommend doing mock interviews with friends or using online platforms to boost your confidence.
✨Tip Number 3
Showcase your analytical skills! Bring examples of past projects where you’ve analysed investment performance or drafted tailored recommendations. This will help us see how you can add value to our team.
✨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, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Investment Client Specialist in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Investment Client Specialist role. Highlight any relevant investment analysis experience and your progress with actuarial or CFA exams.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about investment consulting. Share specific examples of how you've tackled challenges in previous roles, especially those related to client needs and investment strategies.
Show Off Your IT Skills: Since strong IT skills are a must, mention any software or tools you’re proficient in that relate to investment performance reporting or analysis. This will help us see how you can hit the ground running!
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 don’t miss out on any important updates from our team.
How to prepare for a job interview at Barnett Waddingham
✨Know Your Numbers
As an Investment Client Specialist, you'll be dealing with performance reports and projections. Brush up on your financial metrics and be ready to discuss how you've used data in past roles. This shows you’re not just familiar with numbers but can also interpret them effectively.
✨Tailor Your Advice
Since drafting tailored investment advice is key, think of examples where you've customised recommendations for clients or projects. Be prepared to explain your thought process and how you addressed specific needs, as this will demonstrate your client-centric approach.
✨Showcase Your Research Skills
Investment manager research is part of the role, so come armed with insights about current market trends or recent developments in investment strategies. This not only shows your interest but also your proactive nature in staying updated.
✨Practice Your Presentation
With developed presentation skills being a requirement, practice presenting your ideas clearly and confidently. You might even want to prepare a mini-presentation on a relevant topic to showcase your ability to communicate complex information effectively.
