Thursday, 30 May 2019
Analyst (Investment) - London, London
Becoming an Analyst (Investment) with Employee Benefits:
Reporting to an Investment Consultant, an exciting opportunity has arisen to deliver high quality support to the investment consulting practice who provide investment advice to a portfolio of investment clients.
What you will do:
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Take responsibility for own projects
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Act in accordance with any statutory/professional/CEB guidelines including (but not limited to);
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Peer review (including maintaining accurate, complete and up-to-date records)
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Time recording (including maintaining accurate, complete and up-to-date records)
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Risk Management
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Management of Errors and Omissions
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Achieve client chargeable billable hours target as agreed.
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Commit to equal treatment of all staff/colleagues and treat everyone fairly.
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Adhere to the requirements set out in the Professional Standards Scheme
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Able to work under instruction of Consultant appointed to a particular client
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Demonstrate experience and exam progression as determined by Head of Investment Consulting Services
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Liaise with fund managers and/or third parties
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Carry out projects including (but not limited to – excluding asset transfer roles);
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Drafting report, letters, memoranda and presentations
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Attending client meetings with the consultant and participating as instructed.
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Carry our projects including (but not limed to – for asset transfer roles)
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Preparation of transition plans, documentation and reconciliation reports
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Co-ordination role for all parties and keeping relevant people updated
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Check the work of other investment analysts in accordance with agreed standard
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Liaise with other practice areas and external suppliers as required
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Develop and continually strengthens pensions knowledge
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Process and tackle any complaints at earliest opportunity with a position attitude.
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Carry out research, development and special project work as agreed by managers and to deliver outputs within agreed timescales;
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Cultivate a culture of compliance and risk awareness focusing on the principles of CEB and Capita Group.
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Participate in the Company’s performance management process. Agrees personal objectives and goals with managers and make every effort to satisfy these objectives within the specified time frames.
Your experience will include:
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Honours graduate in mathematics, economics or related subject
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Ability to use MS Excel and other calculation tools to manipulate data and program for use in relevant calculations.
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Ability to assist with preparation of and presentation of complex reports and information to clients and colleagues as either individuals or in groups, including the use of PowerPoint.
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Attention to detail and accuracy
About Employee Benefits
Capita Employee Benefits (CEB) is one of the largest employee benefits consultancies in the UK; a multi award-winning organisation servicing over 1,600 clients and more than 4 million company employees and pension scheme members. Our vision is to be the leading integrated, technology-enabled administration and consultancy business in the employee benefits market. Joining our team here, you’ll deliver transformational consultancy and administration services, underpinned by market-leading technology.
What’s in it for you?
As well as a generous basic salary and holiday allowance, we also offer a company matched pension scheme and access to a variety of voluntary benefit options. These include a share save scheme, life assurance, holiday buy and many more designed to suit your own personal lifestyle, such as retail, health & wellbeing and leisure discounts.
What we hope you will do next
Click apply now or contact for guidance.
Capita operates as an equal opportunities employer and we welcome all applications regardless of gender, marital status, sexual orientation, pregnancy, race, colour, ethnic origin, nationality, religion or beliefs, disability, age, political opinions or trade union membership.
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Capita Resourcing operates as an equal opportunities employer and we welcome applications from all suitably qualified candidates regardless of gender identity or gender expression, marital status, sexual orientation, pregnancy or maternity, ethnic origin, nationality, religion or beliefs, disability, age, political opinions or trade union
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