Investment Analyst

☞ WTW

View: 104

Update day: 03-06-2024

Location: Leeds Yorkshire and the Humber

Category: Finance / Bank / Stock Sales

Industry: Insurance Employee Benefit Funds

Position: Associate

Job type: Full-time

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Job content

We are looking for an insightful, adaptable and motivated analyst or junior consultant to join our Client team. The position is offered within our Leeds office, one of the largest and successful investment consulting teams in the north.

The role will involve working with a variety of UK Defined Benefit and Defined Contribution pension schemes covering a range of asset sizes, sectors and industries (including many household names) on both an advisory and fiduciary basis.

We aim to empower institutional investors to achieve their specific objectives by delivering outstanding investment advice and solutions, based on a strong foundation of research, analysis, innovation and trust. You will be supporting senior investment consultants in the preparation and delivery of advice and in the delivery of our delegated solutions. The role incorporates both analytical and client facing aspects – you will be involved in working with our clients to understand their needs in order to ensure they get access to the most appropriate solutions that we offer.

Over time, this role will allow you to further develop your knowledge of markets, investment managers, and broader industry matters, and encourage you to build your responsibility within the team.

Some knowledge of UK pension scheme investment arrangements would be beneficial, either from a consulting or asset management perspective. However you will be supported in your role with on-the-job training.

The role is offered in the north region, in our Leeds office, where we have a close, diverse and collaborative investment team. Based in Leeds, you will have the chance to work seamlessly with colleagues and clients based across the UK. The role opportunity allows for flexibility in your working arrangements (for example “hybrid” office and remote working) and we would be happy to discuss this with you further.

The Role

Client
  • Contribute to our commitment to providing a ‘best in class’ investment service to clients
  • Prepare analysis and client/internal reports covering governance, investment strategy, implementation (portfolio construction and manager selection) and monitoring
  • Take responsibility for preparing client reports covering investment performance, investment strategy and ad hoc topics as required, communicating often complex ideas in an easy-to-understand manner
  • You will have the opportunity to demonstrate project management skills as you build your knowledge of your clients and our processes
  • Deliver high quality work within timescales and in line with expectations
  • Attend client meetings with the client lead to help deliver our advice, training and reporting of client performance - you will be supported to build up your relationship with the client over time
People
  • Support a collaborative and inclusive working environment
  • Build strong relationships across your working network and collaborate effectively across all specialist internal teams (e.g. research, reporting, portfolio management) in a timely and efficient manner
  • Build relationships with external entities (e.g. investment banks and asset managers) in order to contribute to the development of client solutions
  • Engage in ongoing training and professional development to enhance technical investment knowledge
The Requirements
  • We would expect individuals at this level to have some relevant industry experience (typically up to 5 years). Experience from an Asset Management or Consulting environment would be beneficial.
  • Studying towards a professional qualification would be beneficial, e.g. CFA . We offer a comprehensive support package for CFA (and some other qualification routes)
  • Curiosity for Investment and ambition to learn more about our business, clients and solutions
  • Desire and ability to develop relationships in order to build excellent client management skills
  • Project management skills including the ability to work successfully in cross-discipline teams to ensure successful delivery of projects and to build strong networks
Equal Opportunity Employer

Job

Consulting

Primary Location

United Kingdom-England-Leeds

Schedule

Full-time
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Deadline: 18-07-2024

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