Investment Consultant - DC

Recruiter
Goodman Masson
Location
Leeds, United Kingdom
Salary
GBP50000 - GBP75000 per annum + Car, Bonus, Pension
Posted
27 Dec 2021
Closes
26 Jan 2022
Ref
12232864
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Key Responsibilities:

- Being directly involved in providing Investment Advice to Institutional Clients, supporting and leading on this.

- Conducting Manager and Investment research to design sound Investment Strategies.

- Liaise and deal with a variety of clients, including queries, portfolio updates, reporting requirements.

Key Skills:

- Good progress/completion of either FIA exams or CFA exams.

- Strong communication, presentation and client relationship skills.

- 3+ years' Investment Consulting and Advisory experience, preferably within DC.

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