Investment Consultant Graduate

1 month ago


Reading, Reading, United Kingdom XPS Pensions Group Full time

Role Brief Overview

XPS Pensions Group seeks enthusiastic individuals to fill the Graduate Assistant Investment Consultant position. As a Graduate Assistant Investment Consultant, you will be working within client teams, assisting with analysis, reporting, client interactions, and relationship nurturing.

Key Responsibilities

  • Support clients with solutions and best meet their objectives
  • Build relationships and communicate within the team, other departments in XPS, investment managers, and clients
  • Draft written advice to clients on a wide range of topics
  • Effectively deliver that advice to clients in meetings
  • Monitor funds, managers, and their performance and report to our clients how their strategy has performed
  • Analyse and model risks to help our clients better understand and manage risks relative to their return and other objectives
  • Assist with implementing investment strategies, including asset transitions support alongside our specialist asset transitions team
  • Contribute to the continuous debate about how we do an even better job for our clients
  • Work as part of a team, initially to assist more experienced team members and progressing to communicating directly with clients at the appropriate time
  • Be involved in manager and fund research in an area of interest
  • Have the opportunity to be further involved in other areas of personal interest
  • Receive regular training opportunities alongside your graduate intake cohort
  • Have the support to study for Chartered Financial Analyst (CFA) exams or actuarial (IFoA) exams

Your Profile

To thrive in this role, we expect the most suitable candidate to be interested in investments or keen to learn more about investment, with a desire to provide the best solutions for our clients and be/have:

  • Conscientious with an appetite to learn and develop skills
  • Desire and ability to build great relationships with colleagues and clients
  • Outstanding communication skills, written, oral, and in presentation form
  • Highly organised with the ability to prioritise effectively
  • Logical mind-set, with a high level of numeracy
  • Ability to problem solve and come up with solutions
  • Outstanding accuracy and attention to detail
  • Adaptable and a team-player
  • Strong computer skills, particularly Microsoft Office
  • Graduate with a strong academic background ideally in economics, mathematics, or a finance-related field, but we are open to considering other fields
  • A level Maths (or equivalent Highers)
  • Desire to study professional exams – Chartered Financial Analyst (CFA) exams or actuarial (IFoA)

What We Offer

XPS Pensions Group is a business where you can bring your true self to work. We continually strive to be an inclusive and diverse workplace, with our culture having our people at its heart.

We are a disability confident employer, committed to supporting disabled individuals throughout the recruitment process. Each stage is inclusive and offers reasonable adjustments where required for recruitment and within the workplace.

We offer an attractive reward package, including:

  • Excellent salary
  • Participation in a Discretionary Bonus Scheme
  • 25 days holiday
  • A set of core benefits, including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year
  • A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle

Next Steps

If you feel XPS Pensions Group could be the next step on your career ladder, please apply directly via the provided links and we look forward to learning more about you.



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