Buck Investment Analyst - Manager Research Specialist in London, United Kingdom
Investment Analyst - Research Specialist
BUCK - A 102-year-old firm that is JUST GETTING STARTED.
Investment Analyst (Research Specialist) – Investment Research Team – London
At Buck, our people make the difference. Founded over 100 years ago, we help deliver on the promise of tomorrow...today. Our health, wealth, technology and consulting services allow us to deliver on the MANY needs of our clients by drawing on our strength, DIVERSITY, and experiences in creating outcomes. This means we meet our clients where they are in the creation of their future while being respectfully bold in providing practical solutions to new realities. We honor our commitments and leave things better than when we started. We are a team of difference makers in global locations that have each other's backs working together as a team. What's your next move?
We have many open positions; please take a look at https://jobs.buckglobal.com/
We have a new opportunity for an Investment Analyst - Research Specialist within our Investment Research Team based in our London office.
The Investment Research Team provides advice that impacts the investment choices of a range of UK pensions schemes and their sponsors, covering primarily defined benefits (DB) but also some defined contribution (DC) schemes.
This is an opportunity to join a specialist team that sits within a wider multi-disciplinary team that provides clients with leading investment and fiduciary solutions. We are looking for individuals with in-depth experience of the subject matter, strong communication skills, investment acumen and a client focus, alongside the core technical skills.
The Investment Analyst – Research Specialist will be responsible for formulating informed views on a range of investment strategies and making insightful rating proposals to the Buck Investment Committee.
An enquiring mind and attention to detail are required, as well as discipline, focus and consistency. As the lead analyst within your asset classes, you will bring specialist knowledge of the sector in formulating ratings and assisting our consultants in taking these ideas to our clients. It is likely that you will have at least 4 years’ experience in researching LDI, property, ESG or alternative investments.
Our team stands-out from our competitors because we offer tailored and client specific solutions which allows our client to remain ‘in control’ of their investment strategy, while ensuring they always have access to new investment opportunities.
Researching investment strategies within the agreed asset classes in a manner consistent with the Buck research process, and proposing these ratings to the Investment Committee;
As an Investment Committee member, assessing strategies brought for rating by your peers
Lead relationships with a number of external fund managers;
Maintaining and Refining Buck’s understanding of the asset classes and how investment into it can enable clients to achieve better outcomes;
Owning the production of Manager Selection reports for clients, engaging as required by the lead consultant during the selection process;
Take personal responsibility for the timeliness and quality of the work performed and for the ratings assigned at the Investment Committee.
It will be of added advantage that you also have an appreciation of ESG investing.
An ability to develop quantitative screens and performance models would be an added advantage.
What we look for:
Established record in Investment Research, quite possibly achieved within an Investment Consultancy or Asset Management;
A minimum of 3 to 5 years relevant Investment research experience;
Proven experience of one of the following areas; Liability Driven Investment (LDI), ESG Strategies, Property or Alternative Investments;
AIMR or CFA qualified;
Detailed knowledge of Defined Benefits (DB) pension schemes, and ideally Fiduciary and Defined contribution (DC) schemes;
Strong understanding of Investment products – the investment managers, how and by whom the funds are managed, the merits of different investment processes, an ability to interpret outcomes;
Strong communication and interpersonal skills, and comfortable advising Trustee Boards and fielding one’s research conclusions to peers and wider audience within Buck.
As an established company with a start-up mentality we know that our employees are key to our success. We offer a comprehensive remuneration package while taking into consideration aspects such a flexible working and factors key to a good work life balance.
What we offer:
Highly competitive salary;
Minimum 25 days annual leave (excluding Bank holidays) with the option to purchase additional (10 days) or sell back (5 days);
Private Medical cover including partner / spouse and children;
Excellent Defined Contribution pension provisions;
Comprehensive Life Assurance coverage;
Company bonus scheme:
Interest free season ticket loan;
Additional flexible benefits Scheme to support you and your family in and out of work encompassing; Health & Wellbeing, Protection and Lifestyle covering; additional Life assurance, Travel insurance, Dental insurance, Medical Cash plan, Health screening, Critical Illness cover plus many more.
At Buck, we pride ourselves in our Diversity and Inclusion and are an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, age, disability or any other legally protected basis, in accordance with applicable UK law.
We are exclusively focused on helping our clients and their people succeed together. By this, we mean we’re partnering with some of the world's most forward-thinking companies to re-envision and re-design the way that employees work and live. And we’re doing this by finding the right combination of consulting, outsourcing, and technology solutions to help our clients realise the best organisational performance for their businesses while driving positive health, wealth, and career outcomes for their people.
Innovative: Consistently introduces new ideas and demonstrates original thinking
Enthusiastic: Shows intense and eager enjoyment and interest
Functional Expert: Considered a thought leader on a subject
Peer Recognition: Inspired to perform well by the praise of coworkers
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
- Bachelors or better
3 years: Investment Consulting or Asset management
3 years: Investment Research