Investment Consultant (Charities, Endowments & Foundations)

Investment Consultant (Charities, Endowments & Foundations)
Employer
Oliver James
Location
England, London / Hertfordshire, England
Salary
£70000 - £85000 per annum + bonus + benefits
Closing date
13 Jun 2024
Reference
JOB-022024-238261
Leading partner-led consultancy in their search for an Investment Consultant to focus on the development of advisory services within the charities, endowments and foundations sectorOliver James are pleased to be working alongside a leading partner-led consultancy in their search for an Investment Consultant to focus on the development of advisory services within the charities, endowments and foundations sector.As well as providing standard client advice, you will support with charity-specific publications, assist with tenders and presenting at pitches, managing and developing existing client relationships and monitoring developments in the not-for-profit sector.Role requirements:Qualified/nearly qualified CFA/FIA or similarDemonstrable experience of working within the not-for-profit sector in an investment advisory roleResponsible investment/stewardship expertise is desirable Leading partner-led consultancy in their search for an Investment Consultant to focus on the development of advisory services within the charities, endowments and foundations sectorOliver James are pleased to be working alongside a leading partner-led consultancy in their search for an Investment Consultant to focus on the development of advisory services within the charities, endowments and foundations sector.As well as providing standard client advice, you will support with charity-specific publications, assist with tenders and presenting at pitches, managing and developing existing client relationships and monitoring developments in the not-for-profit sector.Role requirements:Qualified/nearly qualified CFA/FIA or similarDemonstrable experience of working within the not-for-profit sector in an investment advisory roleResponsible investment/stewardship expertise is desirableAs an independent, this consultancy doesn't have a stake in recommending any specific solutions, so clients trust their advice implicitly. They also offer a true meritocratic structure, offering fantastic scope for progression and development.For further details on this role, or for a confidential discussion around how your role compares in the market, please don't hesitate to reach out to Hannah Burgess on 0203 861 9173 or #####. Apply for Investment Consultant (Charities, Endowments & Foundations)Fields marked with an asterisk (*) are required
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