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Full timeFinance

Fiduciary Management/OCIO Investment Advisory & Solutions, UK Institutional, London

Logan SinclairLondon🇬🇧United Kingdom

Why this role stands out

This hybrid role offers a fantastic opportunity to significantly impact major UK pension schemes, driving innovative fiduciary management solutions and fostering long-term client relationships. You'll thrive here if you possess a deep understanding of the UK DB pensions landscape and a passion for consultative sales, with excellent potential for professional growth within a reputable firm. Apply now to leverage your expertise and shape the future of institutional investment advisory!

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationLondon, United Kingdom
M&A

Job description

Responsibilities:

  1. Produce high-quality investment advisory, quantitative analysis, and research for both internal leadership and external audiences, including trustees, CFOs, and pension committees
  2. Manage a pipeline of long-cycle, consultative relationships with large UK DB pension schemes to understand their specific circumstances before presenting solutions
  3. Refine funding & fiduciary propositions and translate ideas into compelling narratives
  4. Lead/support RFIs, RFPs, DDQs, pitchbooks and external presentations
  5. Drive initiatives to launch new services and solutions
  6. Support M&A activity and selective corporate development opportunities

Requirements:

  1. Deep understanding of the UK DB pensions landscape across scheme dynamics, liability management, and funding strategy
  2. Investment knowledge to engage credibly with fiduciary/OCIO topics and internal investment teams
  3. Proven experience of relationship-led sales to institutional clients
  4. Background in investment consultancy, fiduciary management, or actuarial consultancy

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