Graduate Assistant Investment Consultant 2023 Intake - Reading, United Kingdom - XPS Pensions Group

XPS Pensions Group

Verified Company

Reading, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Graduate Assistant Investment Consultant

Full-time, Permanent

Reading.

XPS Pensions Group continues to evolve, and our Investment Consulting business is now recruiting its graduate intake for 2023 with opportunities to join our vibrant office in Reading.

We are a growing team of c.100 people, you'll be part of our graduate cohort for 2023 and have lots of opportunity to learn and develop together.

Full details of the role are shown below - we are looking for enthusiastic individuals who would like a career in investment consulting.

You'll be assigned to client teams for which you'll help with analysis, reporting, client communication and relationship building.

You'll have the opportunity to join an asset class team - to learn more about this area and get involved in research projects.

We'll also support you through professional qualifications. We are proud of our supportive culture and excited by the opportunities that lie ahead for our team.

The role:

We want to help you reach your potential and be the best that you can be. By joining XPS you will be involved in a wide variety of work. You'll be supported by on-the-job training, resulting in you developing your knowledge and abilities quickly.

As a Graduate Assistant Investment Consultant with XPS, no day will ever be the same, but you will:

Assist clients solve their challenges and best meet their objectives including but not limited to:
Drafting written advice to clients on a wide range of topics
Effectively delivering that advice to clients in meetings
Regular liaising and communicating within the team, other departments in XPS, investment managers and clients
Helping to monitor funds, managers and their performance and reporting to our clients how their strategy has performed
Risk analysis and modelling to help our clients better understand and manage risks relative to their return and other objectives
Assisting with implementing investment strategies including asset transitions support alongside our specialist asset transitions team

(
Note:

we do not manage any money for our clients or undertake any trading.)
:

Contributing to the continuous debate about how we do an even better job for our clients (e.g. new investment ideas or ways to communicate investment concepts).
Working as part of a team, initially to assist consulting leads but progressing to communicating directly with clients at the appropriate time for you
Involved in manager and fund research in an area which interests you
Opportunity to be further involved in other areas of personal interest (e.g. Environmental, Social and Governance / modelling)
Regular training opportunities alongside your graduate intake cohort
We will support you with either Chartered Financial Analyst (CFA) exams or actuarial (IFoA) exams. We know that it's a real challenge completing professional qualifications whilst progressing in a new job, so we'll help you every step of the way we'll equip you with study materials, tutorials, a mentor, and time off to study. We also award salary increases for exam success.

Your profile:

A graduate with a strong academic background ideally in economics, mathematics or a finance related field but we are open to considering other fields to
Conscientious with an appetite to learn and develop skills
Able to organise multiple priorities
A level Maths
(or equivalent Highers)

Analytical mindset, with a high level of numeracy
Ability to problem solve and come up with solutions
Outstanding accuracy and attention to detail
Outstanding communication skills, written, oral and in presentation form
Desire and ability to build great relationships with colleagues and clients
Adaptable and a teamplayer
Highly organised with the ability to prioritise effectively
Strong computer skills, particularly Microsoft Office
Desire to study professional exams
Chartered Financial Analyst (CFA) exams or actuarial (IFOA)

More about XPS and our Investment Consulting team

Are you looking to build your career in a business where you can bring your true self to work? XPS continually strives to be an inclusive and diverse workplace and our culture has our people at its heart.

Our five Employee Networks - XPS Women's Network, XPS LGBTQ+ Network, XPS Menopause Network, XPS Disability Network and XPS Multicultural Network - play an important role in our culture.

They lead our inclusive programme of events, campaigns and workshops throughout the year and our internal mentoring programme also has a role to play, for example in advancing gender equality.

Are you looking for a challenging and fulfilling career for an organisation with a conscience? At XPS, you can expect an exciting and fulfilling career in a growing business and an industry that provides a consistent challenge whilst also working to contribute positively to the communities in which we operate and help those beyond our organisatio