At a Glance
- Tasks: Support client communications and develop engaging presentations for investment strategies.
- Company: Join a leading investment consulting firm focused on client success.
- Benefits: Competitive salary, professional development, and opportunities to work with AI technologies.
- Other info: Dynamic team environment with excellent career growth potential.
- Why this job: Make a real impact in the investment world while enhancing your analytical skills.
- Qualifications: Four years of investment experience and strong analytical abilities required.
The predicted salary is between 59400 - 72600 £ per year.
- Support Client Managers and Consultant Directors with client communications, including Power Point meeting decks, strategy changes, asset class manager and structure changes, market updates, monthly client dashboards and other materials
- Develop a deep understanding of client needs and requirements to ensure excellent client service
- Build relationships with client team members and teams across the business
- Proactively manage client and project workstreams to meet client needs
- Maintain and check technical accuracy and reasonableness of own work and others' work
- Work closely with Strategy, Portfolio Management, Risk and Operations to deliver better client outcomes
- Support Client Directors and Managers with service excellence, investment advice, projects and ongoing workflow
- Conduct performance analysis, strategic asset allocation advice, economic commentaries, document drafting and Power Point presentations
- Potentially support specialist teams in Responsible Investment, Multi-Asset, Fixed Income, Alternatives or Client Reporting
Requirements
- Core technical skills, including an understanding of investment markets and asset classes
- Strong attention to detail and accountability for outcomes
- Advanced analytical skills and ability to take on complex analysis
- Effective listening, communication and organisational skills
- Client focus to engage with colleagues and clients
- Ability to work within a team environment, share ideas and present persuasive arguments
- Interest in process improvements and implementing efficiency enhancements using Artificial Intelligence where appropriate
- Excellent planning and organisational skills
- Ability to prioritise and manage a wide variety of ongoing tasks
- Four or more years of investment industry experience
- Experience working with institutional investors, including pension schemes, insurers, wealth managers, endowments, or foundations
- Knowledge of investment markets, current market trends, investment risks and opportunities
- Experience using Excel, Power Point, Word or similar software
- Strong interest in leveraging data and AI technologies within investment processes
- Progress towards, or completion of, a professional investment qualification such as CFA or equivalent
- Strong project management and ownership capabilities, with demonstrated ability to lead delivery end-to-end
- Core Competencies
Demonstrates strong analytical skills and a deep understanding of investment markets and asset classes, with a focus on delivering excellent client service and effective communication.
Proven ability to manage projects and client workstreams while leveraging data and AI technologies for process improvements.
- Highest-signal resume keywords
- Investment Industry Experience
- Advanced Analytical Skills
- Project Management Capabilities
- Client Focus
- Professional Investment Qualification (CFA)
- ATS Optimization Keywords
- Hard Skills
- Investment Markets Understanding
- Performance Analysis
- Strategic Asset Allocation
- Document Drafting
- Data Analysis
- Complex Analysis
- Soft Skills
- Attention to Detail
- Effective Communication
- Organizational Skills
- Team Collaboration
- Persuasive Argumentation
Certifications & Qualifications
- CFA or Equivalent
- Industry Keywords
- Institutional Investors
- Pension Schemes
- Wealth Managers
- Investment Risks
- Market Trends
- Tools & Technologies
- Excel
- Power Point
- Word
- Artificial Intelligence
- #J-18808-Ljbffr
Senior Investment Consulting Analyst – Delegated Investment Solutions in London employer: Jobtailor
At Jobtailor, we pride ourselves on fostering a dynamic and supportive work environment where our employees can thrive. As a Field Service Scheduler & Customer Liaison, you will benefit from comprehensive training and development opportunities, ensuring your professional growth while enjoying a collaborative culture that values innovation and teamwork. Located in a vibrant area, our company offers unique advantages such as flexible working arrangements and a strong commitment to employee well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Consulting Analyst – Delegated Investment Solutions in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Jobtailor, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Jobtailor.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Jobtailor.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Jobtailor, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Investment Consulting Analyst – Delegated Investment Solutions in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Jobtailor want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Jobtailor.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Jobtailor will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Jobtailor. Numbers speak louder than words!
How to prepare for a job interview at Jobtailor
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Jobtailor want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withJobtailor.
