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9 дней назад

2027 Defined Contribution Pensions Investment Advisory, Graduate - London (Pensions Investment Advisory)

Формат работы
hybrid
Тип работы
fulltime
Грейд
trainee
Английский
b2
Страна
UK
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
2027 Defined Contribution Pensions Investment Advisory, Graduate - London (Pensions Investment Advisory): Supporting workplace pension clients through investment performance reporting, fund research, provider reviews, financial modelling, and implementation of investment advice with an accent on defined contribution schemes, financial markets, and client outcomes. Focus on analysing investment risks and expected returns, monitoring strategies against objectives, and developing technical expertise through CFA or equivalent qualification studies.

Location: London office; hybrid attendance required, with at least four days per week in the office during the first few months and two or three days per week thereafter.

Company

hirify.global advises employers and trustees on employee benefits, including workplace pensions, investment strategy, benefits technology, risk, healthcare broking, governance, and employee support.

What you will do

  • Prepare defined contribution pension investment performance reports for clients.
  • Draft reports on fund selection, default strategy reviews, and investment projects.
  • Research pension providers, investment managers, and investment products.
  • Support provider reviews by analysing tender responses and summarising findings.
  • Build financial models covering investment risks and expected returns, and monitor strategies against client objectives.
  • Support implementation of investment advice, respond to client and provider queries, and collaborate with colleagues.

Requirements

  • Completed undergraduate degree or higher-level qualification by 20 September 2027, with a 2.1 or higher, or be on track to achieve it.
  • Interest in data, technology, business problem-solving, financial markets, investment, or long-term savings.
  • Ability to solve problems, work with data, learn technical concepts, explain information clearly, and manage competing priorities.
  • Must be able to work in the UK without visa sponsorship now or in the future.
  • Willingness to study for the CFA exams or an equivalent professional qualification over approximately three years.

Culture & Benefits

  • Permanent employment from the start of the graduate role.
  • Study leave, tutorials, technical training, and support for professional and consulting skills.
  • Buddy, Study Mentor, and Performance Manager support.
  • Salary increases for exam passes and a competitive bonus scheme.
  • Supportive and inclusive environment with reasonable adjustments available during recruitment.

Hiring process

  • Online application followed by Skills that Build and numerical reasoning assessments.
  • Motivation and competency questions through video and/or written responses.
  • In-person interview with managers in the London office.

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