Job Description

You will be in a position to influence and further develop the firm’s overall service delivery to specific portfolios of clients.
You will develop an intricate knowledge of the firm’s investment research and fund solutions by liaising on an ongoing basis with key functions, including operational, portfolio management and research teams, and help to filter this expertise across the firm’s teams of field consultants and clients.

Required Knowledge, Skills, and Abilities

• Build and develop in-depth knowledge of the firm’s fund structures and solutions in order to explain and communicate to colleagues and clients
• Support, guide and coach other colleagues/consultants on a variety of topics, mainly:
• Performance analysis
• Strategic asset allocation advice
• Economic commentaries and PowerPoint presentations
• Support and influence the development of the firm’s overall client-service delivery across the entire their core client base
• Meet clients to review current investment arrangements, discuss market /industry developments and potential changes to consider / implement
• Degree holder, preferable within Business, Finance or a related area
• CFA qualification, advantageous
• Experience of being client-facing as well as relationship management/consulting experience
• Highly organised and an ability to communicate complex issues in a simple and coherent manner
• Proven track record in project management and engaging with a variety of stakeholders
• Some knowledge and experience of investment markets across range of variety of assets
• Strong IT skills (PowerPoint, Excel, Word)