DC Investment Consultant
3 weeks ago
Role and Responsibilities:
- Lead investment consulting role on a portfolio of defined contribution clients, supporting Partner/Director advising large own trust and master trusts.
- Contribute to strategic thinking for large and complex DC clients to ensure strategies remain fit for purpose.
- Design and implement innovative DC investment strategies for the modern world.
- Attend client meetings and deliver advice on a range of topics.
- Contribute to new business activities, including involvement with tender submissions and pitches.
- Contribute to thought leadership on new issues being considered for default strategy design and evolution.
- Research DC provider default strategies and individual DC funds for bespoke solutions.
- Support the wider DC team advising clients looking to change providers or DC vehicle.
- Take responsibility for drafting or reviewing reports and managing the work undertaken by team members.
- Internal management functions, including development of junior team members through coaching and performance management.
Experience and Competencies Required:
- FIA/FFA or CFA/CISI qualified (or equivalent).
- Growth mindset.
- Strong analytical skills.
- Extensive previous investment consulting experience, ideally DC related.
- Ability to take on a high level of responsibility.
- Excellent communication skills.
- Ability to work effectively in a team, including delegation.
- Willingness to manage clients and build strong relationships.
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