Duties and responsibilities:
Successful candidates should have the ability to undertake some of the following:
1. Technical skills
running and interpreting asset liability models (“ALM”);
identifying suitable investment strategies based on ALM output;
identifying suitable investment structures to implement strategies, taking into account individual client’s circumstances and preferences;
conducting investment manager research and formulating views on investment managers’ capabilities;
conducting investment manager selection exercises, leading clients to reach decisions on managers;
assessing investment management agreements and negotiating terms with investment management providers;
agreeing the basis of and overseeing transfers of assets between investment managers;
maintaining up-to-date knowledge of market practice and legislation;
undertaking performance and risk assessment of portfolios; and
presenting the different investment requirements of defined benefit and defined contribution schemes, including AVCs, and suitable investment options.
2. Non-technical skills
Be able to delegate tasks effectively and juggle variable, sometimes high, workloads;
build relations with clients and ensure client needs are identified and met, driving the partner where appropriate;
get involved with clients, know what we do for the client and think of what we might do in addition;
draft advice to a standard that he/she would be happy to sign;
share ideas and present persuasive arguments;
work to agreed deadlines, giving regular unsolicited progress reports;
demonstrate commercial awareness;
work within a team environment; and
participate positively in team discussions.
Qualifications and experience:
Making good progress towards FIA, FFA or CFA;
Alternatively, background in pensions consultancy, with some direct experience in investment advisory role for at least two years.
Contact Paul at 016099404 or firstname.lastname@example.org for further details.
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