Investment Client Manager

We have an exciting new opportunity for an Investment Client Manager to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices, working on a hybrid basis. 

A snapshot of your day:

• Reviewing/checking investment performance reports

• Drafting investment advice to address the specific needs of clients

• Carrying out miscellaneous calculations

• Assisting with investment manager research

• Calculating liability projections and analysing actuarial valuation results and cashflow projections

• Carrying out analysis of investment strategies 

• Training and developing junior members of the team

• Undertaking Personal Development Reviews for junior members of the team and carrying out performance coaching

• Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams

• Attending client meetings and taking an increasingly active role, helping to deliver investment advice to clients

• Direct responsibility for some complex projects/tasks

   

We would like to hear from you if you have:

• Completed or an expectation of completing the actuarial or CFA exams within the coming 18 months.

• Prior experience of working in an investment analyst role

• IT skills to perform all aspects of work efficiently.

• Developed presentation skills to small/medium-sized audiences

• Minimum of GSCE Grade "5" or "C" in Maths and English.

   

What's in it for you:

• Competitive discretionary annual bonus. 
• Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover. 
• A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
• 25 days' annual leave, increasing to 27 days after five years' service. 
• Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle. 
• The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.

Accessibility 

If you require reasonable adjustments or want more information on accessibility, please let us know

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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to [email protected]