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Investment consultant

Cheltenham
Actuarial Futures
Investment consultant
Posted: 22h ago
Offer description

Overview

Our client, a leading-edge consultancy, has an exciting opportunity for a part-qualified investment specialist (FIA/FFA/CFA) to develop bespoke investment advice for a range of clients. It is a client-facing role within a market-leading firm.


Responsibilities

* Develop bespoke investment advice for a range of clients.
* Assist with investment manager research; calculate liability projections and analyse actuarial valuation results and cashflow projections.
* Carry out analyses of investment strategies using deterministic and stochastic techniques.
* Deliver findings to a small audience and communicate effectively with stakeholders.


Qualifications

* Part-qualified investment specialist (FIA/FFA/CFA).
* Prior experience in an investment analyst role.
* Strong IT skills.
* Good presentation skills and proven ability to present to an audience.
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