Primary responsibilities include working with Investment Consultants to assess client objectives, produce bespoke investment advice and reports, conduct investment research, perform technical analysis, and collaborate on investment models for diverse clients including pension schemes, corporates, local authorities, endowment funds, charities, and high net worth families.
Required experience involves being in the penultimate year of undergraduate or master's degree, achieving a minimum 2:1 degree, having A-Level or Higher Maths, possessing Level 6 in GCSE English Language, demonstrating strong academic background, proactive attitude, excellent communication skills, and dynamic personality with keen interest in investment consulting.
The role offers comprehensive professional development, including first-class training, mentorship from Partners, exposure to varied projects, potential future graduate program opportunities, study support package, dedicated training team guidance, and a supportive work environment emphasizing work-life balance within a friendly, inclusive professional services consultancy committed to empowering individuals to secure better futures.
