Job Description

Overview

Key Duties (Including but not limited to):

  • Lead DC investment consulting role on a portfolio of DC clients as well as supporting Partner/Director advising large Own Trust and Master Trusts.
  • Contribute to strategic thinking for large and complex DC clients so strategies continue to be fit for purpose.
  • Involvement in designing and implementing innovative DC investment strategies for the modern world.
  • Attending client meetings and delivering advice on a range of topics.
  • Qualifications required:

  • Applicants are expected to be FIA/FFA or CFA/CISI qualified (or equivalent).
  • Experience required:

  • Extensive previous DC investment consulting experience.
  • Strong analytical skills.
  • The ability to take on a high level of responsibility.
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