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Investment Specialist - Not-For-Profit

Date Posted
16th February 2024
Reference
Star8670
Sector
Investment
Job Type
Permanent
Location
London or South East / hybrid with 2 days p/w office-based
Benefits
£ excellent
Salary
Negotiable

Job Description

Are you a part-qualified or qualified investment specialist (FIA/FFA/CFA) with experience of working within the not-for-profit sector in an investment related business development role?

Then this is a fantastic and unique opportunity to join a leading consultancy, broadening and developing relationships with senior contacts at relevant organisations with a view towards making the firm their investment adviser of choice in the future. 

You will also support the charity-specific publications (e.g. blogs, webinars, thought pieces), either preparing materials directly and/or proposing and coordinating publications with the wider team.

In addition, you will support the charity investment team with responding to tenders and potentially presenting at pitches.

With a track record of developing client relationships, the successful candidate will be a team player with experience of working across different teams.

Knowledge of investment products/product research experience, alongside responsible investment/stewardship expertise, is desirable.

Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf.

Sandra Lehane-Kelly | Associate Director

M: +44 (0)7510 385603 

E: Sandra.Lehane-Kelly@staractuarial.com