Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Investment Specialist collaborating with analysts and portfolio managers to influence client investment decisions. Representing the investment team in client meetings, supporting sales, and enhancing adviser engagement across the UK.
Responsibilities
- Representing the investment team in client meetings and sales pitches, acting as a subject matter expert.
- Presenting the investment process and market views at client events, conferences, and seminars.
- Collaborating with analysts and portfolio managers to communicate investment strategies and updates to internal teams and clients.
- Producing clear and engaging materials that explain the house view across asset classes and market conditions.
- Supporting the sales and account management teams with training to strengthen their understanding of portfolios and financial markets.
- Responding to client queries and contributing to RFPs, presentations, and supporting documentation.
Requirements
- You must have experience across key investment areas such as equities, bonds, commodities, economics, or investment theory.
- You should have solid experience in wealth management, investment management, financial advice, or fund and securities analysis.
- You will bring strong knowledge of the IFA and MPS marketplace.
- You must have experience working within regulatory and compliance frameworks.
- You will ideally have familiarity with tools such as FEA, Bloomberg, Power BI, Salesforce, or Aladdin (not mandatory).
Benefits
- 25 days of annual leave with the option to buy an extra 5 days each year.
- Benefit from enhanced paternity, maternity, and shared parental leave.
- Secure your future with our pension scheme.
- Advance your career with sponsored learning and development, including formal qualifications.
- Private medical insurance as employee wellbeing matters.
- Stay fit with discounted gym memberships.
- Take advantage of the Bike to Work scheme for eco-friendly commuting.
- Keep your eyes sharp with eye care and flu jab services.
Job title
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