Solutions Analyst

What you’ll do

• Support lead advisors in delivering a wide range of investment services, from designing investment strategy, developing solutions in response to changing market conditions, and meeting and building relationships with clients;
• Draft high-quality client materials in line with required timescales;
• Undertake numerical analysis using our in-house strategy development tools, and take a leading role in enhancing current models and new modelling projects;
• Help to monitor clients’ investment strategies on an ongoing basis, and interact with a variety of other external stakeholders and client advisors; and
• Contribute towards proposition innovation and new business opportunities predominantly across pensions, endowments and charities/foundations. This could also involve supporting international opportunities with colleagues based overseas.
• The knowledge, experience and qualifications you need
• Educated to a minimum of a 2.1 honours degree in a numerical, finance or economics-based subject.
• An understanding of investment strategies used across pensions, endowments and charities/foundations, including a range of asset classes and investment products, and the use of derivatives to manage risk;
• At least a basic knowledge of industry trends and topical issues across pensions, endowments and charities/foundations; and
• Knowledge of Microsoft Office applications and must have strong experience in Excel.
• Strong experience in using Python (or similar) in investment/finance applications.
• Prior work experience in investment consultancy, asset management or actuarial firms.
• The knowledge, experience and qualifications that will help
• Good organisational and internal communication skills. Able to manage multiple competing workstreams and priorities, keeping colleagues updated;
• Although not required, at least partial completion of either CFA or similar is desirable;
• Any experience with data visualisation tools (Power BI/Tableau) is viewed positively; and
• Experience of working directly with clients, including presenting.
• What you’ll be like
• Well organised, with strong project management skills;
• Good communicator – internally and externally to the business;
• Someone that values the technical and analytical part of the role highly, with more of a focus on overall investment strategy than portfolio management;
• Willingness to collaborate across multiple teams across a global firm; and
• Highly curious and willing to learn and drive projects forward independently.
• We Recognise Potential, Whoever You Are
• Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
• We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.