Investment Consultant; VP​/SVP

Overview

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you.

Investment Consultant - Assistant Vice-President/Vice-President

Division:
Investment Advisory

Apex Investment Advisory division (IA) provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-going portfolio monitoring, in addition to bespoke consulting advice and analytics, servicing primarily institutional investors such as Pension Funds, Family Offices and Charities. The team covers all asset classes with a specialist focus on alternative investments, including private markets, specifically infrastructure, real estate, private credit and private equity.

You will be a core member of the investment advisory team. You’ll maintain active relationships with and provide advice to our existing portfolio of clients as well as will lead/be involved in a variety of high-impact projects for institutional clients such as strategy reviews, manager selection, due diligence and other client projects.

Drawing on your understanding of the UK pensions market, you will have significant involvement in winning new business and introducing our firm to prospective clients (including preparing and leading pitch teams, contributing to new ideas, tender completions, and pitch presentations). This role will cover UK clients as well as international clients and will help to grow our institutional footprint globally.

• Relevant experience of working within the Pensions Consultancy industry
• Experience and knowledge of the market for DC schemes in the UK an advantage
• Experience of building long-term relationships with and providing high-quality investment advice to clients
• Background in alternative investments, especially private markets (private equity, private credit, infrastructure, real estate) essential
• Exceptional communication skills, demonstrated through your ability to interact successfully with stakeholders
• Ability to work in a team environment, but can work independently if necessary
• Ability to use initiative and work independently, taking ownership
• Strong quantitative skills
• Excellent report writing skills and ability to communicate complex ideas
• Excellent attention to detail
• Ability to work on multiple projects simultaneously and adjust to changing deadlines

• Minimum of 7 years’ relevant experience
• Fully qualified/Part-qualified professional qualifications such as the CFA and FIA

• Candidates must have an upper-second level degree from a good university, ideally in finance, mathematics, engineering, sciences or business
• This is a client-facing role and as such, candidates must be physically located and eligible to live and work in the United Kingdom

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Disclaimer:
Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.