Investment Specialist - Pensions
4 days ago
Cheltenham
A fantastic opportunity for an Investment Specialist to join our client’s growing Investment Consulting team. As an Investment Specialist, you will support the delivery of high-quality investment advice for a diverse portfolio of clients. Your work will involve technical analysis, performance review, investment strategy modelling, and client-focused reporting. Day-to-day • Reviewing and checking investment performance reports., • Drafting investment advice tailored to the needs of clients, including creating bespoke recommendations., • Assisting with investment manager research., • Calculating liability projections and analysing actuarial valuation results and cashflow forecasts., • Carrying out deterministic and stochastic analysis of investment strategies., • Completed, or are on track to complete, actuarial or CFA exams within a reasonable timeframe., • Previous experience in an investment analyst role., • Strong background within a pensions environment (Defined Benefit)In return...., • Competitive discretionary annual bonus, • Generous pension scheme, • Core benefits including private medical cover, life assurance, group income protection, and up to 30 days’ holiday (plus holiday trading...