Senior IT Consultant Utility responsible for energy consulting and technical project management. Working with clients in critical energy infrastructure projects in hybrid setup.
About the role
- Senior Asset Consultant delivering tailored investment solutions for financial advisers at Evidentia. Focused on portfolio construction and managing client relationships in a hybrid role.
Responsibilities
- Build and manage tailored portfolios that align with client needs and Evidentia’s investment philosophy
- Lead client relationships and serve as the primary contact
- Communicate investment views and present recommendations to client investment committees
- Oversee the preparation of client reporting and investment committee packs
- Drive FUM and revenue growth across the client base
- Work closely with the Manager Research team on manager selection and portfolio construction
- Apply Evidentia’s proprietary tools for portfolio modelling, trading, and risk management
- Represent Evidentia in client meetings, industry forums, and adviser engagements
Requirements
- Bachelor’s degree in Business, Finance, Economics, Science, Engineering or related field
- 10+ years’ experience in investment management, asset consulting or investment research
- RG146 accreditation (if advising retail audiences)
- Strong knowledge of portfolio construction, asset allocation and financial advice processes
- Proven experience working with financial advisers
- Excellent client-facing and presentation skills with the ability to engage senior stakeholders
- Strong quantitative and qualitative research capability
- Highly organised with strong attention to detail and ability to manage multiple priorities
- Collaborative team player with the ability to also work independently
Benefits
- Ongoing flexible working arrangements
- Family friendly work-life balance
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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