Investment Associate Consultant UK 2023

We are looking for an experienced Investment Associate Consultant to provide high quality investment advice in a professional and efficient manner. Our Associate Consultants assist the lead Consultants on client teams. They will coordinate workflow across each client team, owning project management and delivery of pieces of advice.

The role

The role includes drafting client advice on a wide range of topics including investment strategy, structure, investment markets, risk management, asset managers, responsible investment and governance, and checking the work of investment analysts within each client team.

Key responsibilities will include

• Providing investment advice to trustee, local government and corporate clients on a wide range of issues.
• Assist lead consultants with the preparation of client advice on a range of topics – key liaison person within client team. This will be across a portfolio of clients.
• Developing technical skills and knowledge to deliver high quality, expert investment advice employing strategic and innovative solutions.
• Delivering advice to clients at meetings, where required.
• Managing workflow across internal client teams.
• Developing the consulting capabilities of the business unit by coaching and mentoring team members.
• Developing business – contribute to client ‘prospecting’, relationship building and new business pitches.
• Activities designed to build and enhance the business unit’s and firm’s profile through networking, contributing to blogs and articles and other forums.
• Building and maintaining strong links with other areas of the business to facilitate cross selling.
• Adhere to the firm’s Information Security standards, policies and procedures.

Essential Qualifications/Skills/Experience

• Working towards FFA/FIA or CFA.
• Experience and an interest in transitions is helpful.
• Performing a similar role in an Investment consultancy environment is helpful but we are open to a diverse range of experience backgrounds.
• A solid understanding of the legislative framework for UK pension schemes.
• Strong commercial awareness of the pensions and employee benefits market.
• Strong written and verbal communication skills and ability to convey technical or complex concepts in a simple way.
• Apply strong intellect to problem-solving in client organisations.
• Coach and develop other team members.
• Consult with client contacts across a range of levels.
• Recognise and facilitate business development opportunities as appropriate.

Personal characteristics:

• First class interpersonal and communication skills demonstrated in the ability to consult and influence successfully.
• Flexible, pro-active and innovative approach to client solutions.
• Strong organisational skills.
• A team player with a motivational, hands-on approach.
• Degree of flexibility to travel to clients and other Hymans Robertson offices

Reward and Support

Candidates can expect a highly competitive salary and comprehensive benefits package, including full study support where applicable. The firm is committed to the personal and career development of all employees and this position offers excellent growth potential within a dynamic and growing organisation.

About Us

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. For more information about our benefits you can visit our iDeal.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know.

Together, we can make this the best job you’ll ever have.