Graduate Assistant Investment Consultant

Graduate Assistant Investment Consultant

Job description

The role

Discover more about the role below we seek people who enjoy communicating and have a personable nature. You’ll be supported by on-the-job training, resulting in you developing your knowledge and abilities quickly.

Working within client teams you will be assisting with analysis, reporting, client interactions, and relationship nurturing.

As a Graduate Assistant Investment Consultant with XPS, no day will ever be the same, but you will :

- Assist clients with solutions and best meet their objectives including but not limited to :
- Building relationships and communicating within the team, other departments in XPS, investment managers and clients
- Drafting written advice to clients on a wide range of topics






- Effectively delivering that advice to clients in meetings
- Helping to monitor funds, managers and their performance and reporting to our clients how their strategy has performed
- Risk analysis and modelling to help our clients better understand and manage risks relative to their return and other objectives
- Assisting with implementing investment strategies including asset transitions support alongside our specialist asset transitions team.

Note : we do not manage any money for our clients or undertake any trading.)

- Contributing to the continuous debate about how we do an even better job for our clients (e.g. new investment ideas or ways to communicate investment concepts).
- Working as part of a team, initially to assist more experienced team members but progressing to communicating directly with clients at the appropriate time for you
- Involved in manager and fund research in an area which interests you
- Opportunity to be further involved in other areas of personal interest (e.g.





Environmental, Social and Governance / modelling)
- Regular training opportunities alongside your graduate intake cohort
- We will support you with either Chartered Financial Analyst (CFA) exams or actuarial (IFoA) exams. We know that it’s a really hard work completing professional qualifications whilst progressing in a new job, so we’ll help you every step of the way - we’ll equip you with study materials, tutorials, a mentor, and time off to study.

We also award salary increases for exam success.

Your profile :

To thrive in this role, we would expect the most suitable candidate to be interested in investments or keen to learn more about investment, with a desire to provide the best solutions for our clients and be / have :







- Conscientious with an appetite to learn and develop skills
- Desire and ability to build great relationships with colleagues and clients
- Outstanding communication skills, written, oral and in presentation form
- Highly organised with the ability to prioritise effectively
- Logical mind-set, with a high level of numeracy
- Ability to problem solve and come up with solutions
- Outstanding accuracy and attention to detail
- Adaptable and a team-player
- Strong computer skills, particularly Microsoft Office
- A graduate with a strong academic background ideally in economics, mathematics or a finance related field but we are open to considering other fields to
- A level Maths (or equivalent Highers)
- Desire to study professional exams Chartered Financial Analyst (CFA)





exams or actuarial (IFOA)

What do we offer?

Are you looking to build your career in a business where you can bring your true self to work? XPS continually strives to be an inclusive and diverse workplace and our culture has our people at its heart.

Follow or copy the link to learn more about a career with XPS :

As a disability confident employer, we have committed to support disabled individuals throughout the recruitment process.

This means we have ensured each stage is inclusive and offers reasonable adjustments where required for recruitment and within the workplace.

Follow or copy the link to find out more about our people approach including information about Inclusion and Diversity, sustainability, flexibility at work, health and wellbeing,





reward & benefits and our recent awards including being named as one of The Sunday Times Best Places to Work 2023 :

At XPS, we invest in our graduates, fostering your growth and career journey. Join our vibrant and collaborative team, working alongside industry experts who value your unique perspective.

We offer an attractive reward package, including :

- Excellent salary
- Participation in a Discretionary Bonus Scheme
- 25 days holiday
- A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year
- A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle including holiday trading, tech scheme, cycle to work scheme,





dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance and a broad range of discounts at hundreds of retailers.

Learn more here : What happens next?

What happens next?

If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you.

We will consider all applicants and respond swiftly.

If you do not feel ready to apply but wish to know more, please contact Paul Gilliver on the recruitment team at XPS

The successful candidate will need to demonstrate the following requirements :







- Right to Work confirmation
- DBS Disclosure check
- Employment or educational references covering five years
- Satisfactory credit check

▶️ Graduate Assistant Investment Consultant
🖊️ XPS Pensions Group
📍 Birmingham