Graduate Investment Consultant

London, UK
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  • 8 September 2022

About the Job

Investment Consultant – Graduate

Company description

Dean Wetton Advisory UK Limited is an independent boutique investment consultancy, providing tailor-made, practical investment advice to Defined Benefit and Defined Contribution pension schemes, insurers, charities and asset managers.

Our experienced team supports our clients through our in-depth understanding of risk and return and our proven ability to build governance capacity. In doing so, we help our clients build wealth for their members. We are experts in fund manager evaluation and selection and provide trusted insights to the pensions industry through our proprietary research, ESG and TCFD consulting and our specialist reporting services.

The business was founded in 2009 and is owned by the employees with no outside shareholders and no debt. We only offer advice, no products, which is why we believe we can be regarded as truly independent.

Job description

This is a great opportunity to work with an established investment consulting team and gain experience across a wide range of work to kick start a career in finance.

The role will include assisting the team with asset manager research, including desktop analysis and video call meetings. There will be exposure to ESG and climate change consulting, with a view of building towards taking on client facing responsibilities.

The successful applicant will be required to produce a variety of reports for our clients, who consist of defined contributions and defined benefit pension schemes.

This is a qualified graduate-level position best suited to a mathematical, statistical or economic background

Ideally, the candidate will be interested in pursuing CFA exams.

Strong Excel and Word skills are essential.

SQL / Access experience may be useful but not required.

The candidate must have the legal right to work in the UK and will be expected to work a normal work week from home, with some degree of flexibility.

There may be some requirements for travel, and regular in-person meetings in London with a potential future hybrid working arrangement.

Tagged as: Consulting, Finance, Investment

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