Buck Senior Investment Analyst in London, United Kingdom
Senior Investment Analyst – Investment Consulting - London
At Buck, we’re focused on helping our clients create a culture of well-being, centered around the evolution of each person’s health, wealth, and career.
Leveraging strong client relationships with key decision makers, our teams deliver exceptional results that confidently push the envelope with unexpected solutions to help our clients accomplish their objectives faster and keep them ahead of the curve.
Not surprisingly, we embrace inventive thinkers, who make original contributions to the team. We put people first — our people and our clients’ people, and our inclusive and welcoming culture celebrates diversity and individuality.
Explore your next career move with Buck today!
Buck is looking for a talented and ambitious Senior Investment Analyst who is keen to develop their career in a client consulting and investment strategy capacity, and transition into a Consultant role.
This is an exciting opportunity to join a high-performing multi-disciplined team of Analysts, Investment Consultants, and Actuaries, providing clients with leading investment strategy consulting.
We are looking for individuals with excellent communication skills, strong business acumen and a client focus, alongside the core technical skills.
The Senior Investment Analyst will ideally be on track to become a qualified Investment Consultant within 12 to 18 months.
Working on a variety of client service and manager research projects, under the supervision on a Senior Consultant and with direct client management responsibilities; you will be responsible for:
Supporting the Senior Investment Consultants in investment research and the preparation of performance monitoring reports, including receiving and reviewing data from investment managers to ensure quarterly deadlines are met;
Participating in the development of client deliverable's around investment strategies;
Lead and support junior members of the team including our gradates and junior Analysts;
Assisting in the preparation of Statement of Investment Principles and Asset Liability Reviews;
Assisting in reviews of investment strategy and investment managers, working alongside modelling and research teams;
Attending trustee meetings alongside regulated investment professionals and assisting in the delivery of advice to clients;
Liaising with clients and investment managers on data and administrative matters;
Ensuring internal compliance procedures are followed and evidenced through accurate records;
Maintaining accurate time recording and charging to clients where applicable;
Liaise regularly with members of Bucks investment management team to develop a deep understanding of our investment solutions with the expectation to become a specialist our solutions;
Reporting any suspected breaches to management/compliance department upon discovery;
Leading or supporting consultants on new client take-on process working with and alongside client take-on specialists, business development, and operations.
What you need to be successful in the Role:
Numerical degree, currently pursuing credentials through the Actuarial, CFA or other relevant qualification;
4 to 5 years relevant DB and DC Investment consulting experience;
Knowledge & understanding of retirement plans, investment strategy and markets trends; investment/fund managers, and Pension Plan valuations;
Understanding of multiple investment asset classes; equities, fixed income, alternatives etc;
Understanding of LDI investment and/or ESG strategies;
Strong analytical, numerical and critical thinking skills, including a good understanding of macros and micro economics and investment strategies;
Excellent planning and organisational abilities, to prioritise and complete work;
Ability to build relationships with colleagues and clients;
Excellent written and verbal communication skills in English.
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.