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- Tasks: Join our team to analyse investment strategies and draft tailored client advice.
- Company: We are a leading investment consulting firm based in Cheltenham, offering innovative financial solutions.
- Benefits: Enjoy a competitive bonus, generous pension, private medical cover, and up to 30 days holiday.
- Why this job: This role offers hands-on experience in investment analysis and the chance to mentor new graduates.
- Qualifications: Ideal candidates will have completed or expect to complete actuarial or CFA exams and have prior investment experience.
- Other info: Hybrid working model available, with a range of voluntary benefits to suit your lifestyle.
The predicted salary is between 36000 - 60000 £ 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.
We would love to hear from you if you have:
- 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.
What’s in it for you:
- 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
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Investment Client Specialist employer: LGBT Great
Contact Detail:
LGBT Great Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Client Specialist
✨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 and the industry.
✨Tip Number 2
Network with professionals in the investment sector, especially those who are already working as Investment Client Specialists. Attend relevant events or webinars to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your presentation skills by practising in front of friends or colleagues. Being able to present investment advice clearly and confidently is crucial for this role.
✨Tip Number 4
Stay updated on actuarial and CFA exam requirements, and if you haven't completed them yet, make a study plan. Showing that you're proactive about your professional development can set you apart from other candidates.
We think you need these skills to ace Investment Client Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment analysis and any actuarial or CFA qualifications. Use keywords from the job description to demonstrate that you meet the specific requirements.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Investment Client Specialist role and how your skills align with the responsibilities outlined. Mention your experience with investment performance reports and client advice.
Showcase Your IT Skills: Since strong IT skills are essential for this role, provide examples of software or tools you have used in previous positions. Highlight any experience with data analysis or investment management systems.
Prepare for Potential Questions: Think about how you would answer questions related to investment strategies and client management. Be ready to discuss your analytical techniques and how you've helped colleagues in the past.
How to prepare for a job interview at LGBT Great
✨Know Your Numbers
As an Investment Client Specialist, you'll be dealing with performance reports and projections. Brush up on your numerical skills and be prepared to discuss how you would analyse investment strategies using both deterministic and stochastic techniques.
✨Tailor Your Advice
Understand the importance of drafting tailored investment advice. Be ready to share examples of how you've previously addressed specific client needs or how you would approach this in the role.
✨Showcase Your IT Skills
Strong IT skills are essential for this position. Familiarise yourself with relevant software and tools used in investment analysis, and be prepared to discuss your experience with them during the interview.
✨Prepare for Presentation Questions
Since developed presentation skills are a requirement, think about times you've presented to a small audience. Be ready to discuss your approach and any feedback you've received to demonstrate your communication abilities.
