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

Logan SinclairLondon🇬🇧United KingdomPosted 23 Aug 2026

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

Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
London, United Kingdom
Posted
2 weeks ago
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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