Investment Client Manager
We have an exciting new opportunity for an Investment Client Manager to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices.
A snapshot of your day:
- Reviewing/checking investment performance reports
- Drafting investment advice to address the specific needs of clients
- Carrying out miscellaneous calculations
- Assisting with investment manager research
- Calculating liability projections and analysing actuarial valuation results and cashflow projections
- Carrying out analysis of investment strategies
- Training and developing junior members of the team
- Undertaking Personal Development Reviews for junior members of the team and carrying out performance coaching
- Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams
- Attending client meetings and taking an increasingly active role, helping to deliver investment advice to clients
- Direct responsibility for some complex projects/tasks
We would like to hear from you if you have:
- Completed or an expectation of completing the actuarial or CFA exams within the coming 18 months.
- Prior experience of working in an investment analyst role
- IT skills to perform all aspects of work efficiently.
- Developed presentation skills to small/medium-sized audiences
- Minimum of GSCE Grade "5" or "C" in Maths and English.
What's in it for you:
- Competitive discretionary annual bonus.
- Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover.
- A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
- 25 days' annual leave, increasing to 27 days after five years' service.
Accessibility
If you require reasonable adjustments or
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Investment Client Manager employer: LGBT Great
Northern Trust is an exceptional employer, offering a collaborative and flexible work culture that prioritises employee growth and inclusivity. With over 135 years of financial expertise, employees are encouraged to develop their careers while contributing to meaningful philanthropic efforts in the community. The role of EMEA Head of Insurance Investment Accounting provides a unique opportunity to shape innovative solutions for the UK market, supported by a strong commitment to service, expertise, and integrity.
