Senior Analyst – Investment Consulting

Overview

Our Investment Portfolio Solutions team is a core strategic growth area for the business. We are looking to strengthen our (growing) team of 25+ finance professionals who provide innovative investment advice to large global investors including Endowments, Charities, Wealth Managers, Local Authorities, Insurance Companies and Sovereign Wealth Funds. This role offers the opportunity to work across a broad range of investment consulting activities, with responsibility for facilitating and preparing high‑quality advice spanning strategic asset allocation, fund selection, sustainable investment and risk management. Our team is client facing and, as consultants, we have overall responsibility for investment advice we deliver, backed up by specialists across our modelling, manager research, sustainable investment and reporting teams. How you'll make an impact Responsibilities: Investment Consulting provides a variety of high-quality services to clients through structured engagements. These services include: strategic setting of investment objectives, strategic asset allocation, performance measurement and evaluation, investment monitoring and reporting, custodian selection, transition advice, statements of investment policy and global research services. Primarily focused on supporting colleagues in providing investment consulting services for assigned client accounts or projects, typically preparing first draft of advice. As an experienced team member, role incumbent(s) provide proactive and creative investment support to clients and manage daily interaction with clients and/or other related service providers in relation to business as usual matters. Contributes as member of the Manager Research team (or delegated specific responsibilities), manages and delivers practice/research area work and conducts investment and/or investment manager research, including alternatives research Oversees the preparation of detailed, quality financial analysis under client-driven deadlines Develops and maintains subject matter expertise in specific areas Shares knowledge effectively within the project team and externally with clients. Influences project plans. Assists in the preparation of client invoices. Responsible for making recommendations or implementing solutions to enhance returns, better control risks and improve client satisfaction. Problems and issues faced may be difficult and require understanding of a broader set of issues. Problems are typically solved through drawing from prior experience and analysis of issues. Works independently under limited supervision. Works to achieve client and project targets with significant impact on function level results. Works independently or with a team on larger, moderate to complex client projects/ engagements. May train new team members. About you Qualifications: Minimum Required Degree: Bachelor’s in Finance/Maths/ /Economics/Commerce Preferred Degree: Masters in Finance/Maths/ /Economics/Commerce Certificate(s)/Special Training: A Professional qualification: eg. CFA, CAIA (Good to have). Well versed in the Microsoft Office suite (PowerPoint, Excel, Word) Knowledge, Skills and Ability: Detail-oriented Proficient in Excel Curious, always looking to innovate and experiment with something new Adaptable and agile with your approach to different people Persistent and results-oriented – can see things through to completion Quick to learn, quick to understand and quick to evaluate Interested in finance, investments and capital markets