Investment Consultant
This is an exciting opportunity for a highly skilled investment professional to take on a challenging role in our consulting division.
The ideal candidate will possess excellent communication skills, be able to think strategically and have a proven track record of delivering results.
We are looking for someone who is passionate about the financial industry, has a strong understanding of investment products and can build strong relationships with clients.
Key Responsibilities:
* Preparing for and participating in client meetings, including investment committee meetings, and managing follow-up communications and reporting.
* Taking responsibility for assigned client relationships, including account management and responding to ad-hoc investment queries.
* Leading sector-specific research and maintaining up-to-date knowledge of fund managers, investment processes, and products.
* Supporting the sales team with prospective consulting clients, including participating in meetings and preparing documentation.
* Producing high-quality client materials such as presentations, quarterly reports, and market commentary.
* Collaborating with internal teams to aid with trading, client reporting, monitoring portfolios for mandate compliance, and contributing to the development of investment content.
Requirements:
* A minimum of 5 years of experience in investment research, financial planning, funds management, or a related financial services environment.
* Strong relationship management skills and the ability to communicate complex investment ideas clearly and persuasively.
* A sound understanding of portfolio construction, investment structures, and financial markets.
* Proficiency in Microsoft Office tools, particularly Excel and PowerPoint, and ideally experience with CRM systems such as Salesforce.
* A finance or business degree and RG146 compliance, demonstrating commitment to ongoing training, study, and upholding professional standards in financial services.