Investment Graduate Specialist

6 days ago


Edinburgh, Edinburgh, United Kingdom XPS Pensions Group Full time

About the Role

XPS Pensions Group is seeking a highly motivated and detail-oriented Graduate Investment Consultant to join our team. As a Graduate Investment Consultant, you will play a key role in assisting clients with investment solutions and providing exceptional customer service.

Key Responsibilities

  • Assist clients with investment analysis and reporting
  • Build relationships with clients and internal stakeholders
  • Draft written advice to clients on investment matters
  • Deliver presentations to clients on investment strategies
  • Monitor investment performance and provide regular updates to clients
  • Conduct risk analysis and modeling to identify potential investment opportunities
  • Assist with implementing investment strategies and asset transitions
  • Contribute to the development of new investment ideas and strategies
  • Work closely with experienced team members to develop your skills and knowledge

Requirements

  • Strong academic background in economics, mathematics, or a finance-related field
  • Excellent communication and interpersonal skills
  • Ability to analyze complex data and provide clear recommendations
  • Highly organized and able to prioritize tasks effectively
  • Logical and detail-oriented with a strong understanding of investment principles
  • Ability to work in a team environment and build strong relationships with colleagues and clients

What We Offer

  • Opportunity to work with a leading pensions group
  • Competitive salary and benefits package
  • Professional development and training opportunities
  • Chance to work with a diverse and dynamic team


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