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Senior Investment Analyst

Salary Competitive
Location Birmingham, Edinburgh, Glasgow, London
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

Our Investment DB Business Unit is as a key component of our consulting services and helps firmly establish us as a UK market leader. We currently advise on over ~£200 billion of assets for a diverse client base, providing full investment consulting services to DB pension trustees and sponsors across a wide variety of business and industry sectors, as well as local government pension schemes (LGPS) and other public sector clients.

We have an exciting opportunity for a Senior Investment Analyst to join this Business Unit.

What will your role look like?
You will play a key role in supporting the work of the Investment Business Unit and providing practical support to our client facing consultants.

You will assist with monitoring investment performance and drafting advice for clients on a variety of topics including investment strategy, structure, investment markets, risk management, asset managers, responsible investment, and governance.

Though this is a varied role, your key tasks will include:

  • Drafting standard reports and advice for review by consultants on a range of investment issues
  • Working with our data and reporting specialists to deliver performance analysis of portfolios and the production of our high quality, bespoke monitoring reports
  • Undertaking analysis for a number of different projects – including investment strategy reviews, investment structure reviews and selection of investment managers
  • Acting as the day-to-day point of contact for clients and other key stakeholders such as actuaries, investment managers and administrators
  • Taking responsibility for checking the work of more junior members of the team
  • Supporting the management of business-as-usual workflows across our client teams (i.e., managing action lists, issuing papers, liaising with internal colleagues across a variety of teams)
  • Undertaking activities designed to build and enhance the Firm’s profile through networking, contributing to blogs and articles, and supporting new business efforts via drafting responses to new business tenders

To enjoy and succeed in this role, you will have:

  • Relevant experience gained in a similar role – investment consultancy, fund management or another relevant investment sector
  • Been educated to at least under graduate degree level, and will ideally have started studying towards either an Actuarial or Chartered Financial Analyst (CFA) qualification
  • An awareness of the major asset classes used in UK pension scheme strategies and of the key topical matters arising within the UK DB pensions market
  • Strong written and verbal communication skills
  • A flexible, pro-active, and innovative approach to problem-solving
  • An enthusiasm for working across a range of diverse teams, while also being able to work on your own initiative
  • The ability to work in a way that is aligned to our four core values of being friendly, partnering, straightforward and confident
  • Strong organisational skills and able to multi-task First class IT skills (in particular the suite of Microsoft Office tools)

A more detailed list of requirements for this position is included within the role profile, which is available on request.
In addition to a competitive salary and access to our profit share scheme, we offer:

  • A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs
  • A collaborative and supportive work environment where your thinking and ideas are encouraged
  • On site mental health and wellbeing support
  • A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
  • Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.

We are open to this role being based in any of our offices – London, Birmingham, Glasgow or Edinburgh. And we offer hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments.

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment. 

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment.  We love innovative, independent thinking and want everyone to share their ideas.  

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards. 

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.   

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know. 

Together, we can make this the best job you’ll ever have. 

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

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