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Type of Role: Investments

Experience Level: Analyst/Associate

Location: London, United Kingdom

Salary: £60K - £80K

We are are pleased to be working with a partner-led consultancy looking for an Investment Consultant. Details below.

Oliver James are pleased to be working alongside a leading partner-led consultancy in their search for an Investment Consultant to focus on the development of advisory services within the charities, endowments and foundations sector.

As well as providing standard client advice, you will support with charity-specific publications, assist with tenders and presenting at pitches, managing and developing existing client relationships and monitoring developments in the not-for-profit sector.

Role requirements:

  • Qualified/nearly qualified CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator) /FIA or similar
  • Demonstrable experience of working within the not-for-profit sector in an investment advisory role
  • Responsible investment/stewardship expertise is desirable

As an independent, this consultancy doesn’t have a stake in recommending any specific solutions, so clients trust their advice implicitly. They also offer a true meritocratic structure, offering fantastic scope for progression and development.