Senior Investment Consultant

Senior Investment Consultant

Job Title: Senior Investment Consultant
Contract Type: Permanent
Location: Bristol, England
Salary: Negotiable
Start Date: 13/08/2018
Reference: 1374212
Contact Name: Sammons Group
Contact Email:
Job Published: September 06, 2018 11:21

Job Description

Carry out investment strategy reviews, production of performance monitoring reports and assist senior colleagues on the full spectrum of investment consulting activities.

Organising regular quarterly/bi-annual update meetings, undertake annual research reviews of main asset classes/fund types, research new investment products and provide research reports.

Writing up investment/disinvestment instructions and co-ordinating investment transactions, undertake ad-hoc projects.

Utilise excellent communication skills whilst attending client meetings and drafting advice, marketing and strategy documentation on various topics.

Significant and relevant experience in a similar role, strong technical investment knowledge and excellent written and communication skills.

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