Fiduciary Management Strategist

2 months ago


London, United Kingdom Oliver James Associates Full time

Reputable Pensions Consultancy seeking a Fiduciary Management Strategist to join their London, Liverpool, Manchester or Bristol office | £45-70k + bonus

Oliver James are working on behalf of a reputable pensions consultancy seeking a Fiduciary Management Strategist to join their London, Liverpool, Manchester or Bristol office

You will work closely with the Fiduciary team, Senior strategists and Lead Consultants, to design and implement investment strategies. You will consider how the investment strategy may evolve to reflect the changing dynamics of a pension scheme and objectives and use the trading software to instruct trades to re-balance and re-structure portfolios. You will ensure that the desired allocations are maintained and support the client team by providing technical insight into a client's strategy by modelling financial risks and reviewing strategy reports.

**Role requirements**:

- Experience of working with DB pension scheme clients in an investment consulting capacity or with a retirement actuarial background looking to move into Fiduciary Management
- Part Qualified CFA or Actuary
- Strong interest in the institutional investment landscape and strategy setting process

This is an excellent opportunity open to both pensions actuaries or commercially minded investment consultants looking to move into fiduciary management.



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