Investment Client Manager

Overview

In this Investment Client Manager role within Howden’s Investment Consulting, you will support client teams by reviewing performance reports, drafting tailored investment guidance, and performing key calculations. You will engage in investment manager research, liability projections, and cashflow analyses while analysing investment strategies. You’ll mentor junior staff, manage client workstreams, and participate in meetings to deliver timely investment advice. The role offers hybrid working from UK offices and a path toward actuarial or CFA qualifications.

Pay / Benefits

• Discretionary annual bonus
• Life assurance of four times salary
• Income protection of 75% for up to five years
• Single private medical insurance
• Pension scheme with 5% employee + 10% employer contributions
• 25 days’ leave, rising to 27 with service

Responsibilities

• Review investment performance reports
• Draft tailored investment advice for clients
• Carry out miscellaneous calculations
• Assist with investment manager research
• Calculate liability projections and analyse actuarial valuation results and cashflow projections
• Analyse investment strategies
• Train and develop junior team members
• Undertake Personal Development Reviews and performance coaching
• Client management: allocate/complete work and meet deadlines with senior teams
• Attend client meetings and contribute to delivering investment advice
• Take direct responsibility for complex projects/tasks

Key requirements

• Actuarial or CFA exams expected/completed within 18 months
• Prior experience as an investment analyst
• IT skills to perform tasks efficiently
• Development of presentation skills for small/medium audiences
• GCSE Grade 5/C in Maths and English

• Communication
• Client management
• Mentoring/coaching
• Investment performance analysis
• Actuarial valuations
• Cashflow projections

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