Associate – Investment Transitions
Office linked hybrid role
Full time
Permanent
This role could be based in one of the following offices:
Leeds, Edinburgh, Birmingham, Guildford, London, Bristol, Manchester, Reading.
Our mission is to help our clients effectively manage their risk. Communication is at the heart of what we do. We are proactive, strategic, knowledgeable, and innovative.
The Investment practice is an area of rapid growth within XPS. We are very ambitious and want to continue growing strongly. Our clients are institutional investors, mostly pension schemes.
- We help our clients understand and agree their investment objectives. This combines journey planning (understanding the impact of targeting different levels of return) with asset liability modelling (understanding the risks associated with different investment strategies).
- We help our clients determine a suitable asset allocation. We use our in-depth knowledge to help our clients understand strategic and tactical investment opportunities.
- We help our clients with risk management. We produce analysis so our clients understand the risks to which they are exposed, and we advise them how to hedge those risks where appropriate.
- We help our clients with the implementation of their strategy. We undertake fund manager research to help our clients increase the chances of meeting their objectives.
- We help our clients undertake asset transition activity. Our dedicated asset transition team works alongside the advisory teams to provide asset transition services to clients, using their specialist knowledge to help our clients implement our advice efficiently. An ‘asset transition’ refers to the implementation of a strategic change, where a pension scheme’s assets are restructured. Asset transitions are complex events, involving many moving parts across multiple parties, asset classes and markets.
(To be clear, we do not manage any money for our clients or undertake any trading.)
XPS Investments is experiencing high growth and we are now looking to hire an Associate – Investment Transitions to join our vibrant offices with hybrid working.
XPS is an award-winning Pensions Consultancy with over 1500 staff in 18 locations across the UK and our Investment business continues to experience rapid growth. We are ambitious and value our people as they provide the key to our success. We provide independent investment advice to defined benefit and defined contribution institutional pension schemes. We do not offer fiduciary management and are not tied to any platforms or fund managers. Our independence is critical to being able to provide the best investment advice to our clients.
The role:
We are looking for an Associate that will excel in a role in our asset transitions team which oversees transition activity for the UK-wide Investment practice. This role combines excellent communication skills, a passion about investments together with drive and enthusiasm. We also need an individual with strong project management skills combined with excellent organisational and interpersonal skills.
We want someone who is unafraid to express a view and can express their view clearly, thereby contributing to the investment ideas we rely on to achieve our aims.
We want to help you reach your potential and be the best that you can be. By joining XPS you will be involved in a wide variety of work. You’ll be supported by on-the-job training, resulting in you developing your knowledge and abilities quickly.
Your profile:
We are looking for someone who is looking for a new challenge and who wants to be part of this exciting period of growth. This role requires…
- Excellent communication skills, passion about investments with real drive and enthusiasm
- You will be unafraid to express your views and share them clearly, thereby contributing to the investment ideas we rely on to achieve our aims
- Contribute to our ongoing debates and thereby help influence our future direction.
- An appreciation for risk management
What we offer?
We believe in our people and we will work with you to unlock your potential and support your career whilst giving you the opportunity to work with some of the most dynamic and collaborative people in our industry.
We embrace differences and we will respect your ideas, perspective and style. Our business thrives on our diversity and mix of experience that leads to innovation. When you take a role with XPS you will be joining a community of professionals driven by integrity and delivery and you can be sure that your wellbeing is taken seriously.
We are happy to talk about flexible working and hybrid working and we understand everyone has different needs.
We offer an attractive reward package, including:
- Competitive 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.
What 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 or still have questions, 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
XPS Pensions Group is an equal opportunities employer and positively encourages application from suitably qualified and eligible candidates regardless of sex, race, disability, sexual orientation, religion or belief.
Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list.
We monitor the community background and sex of our job applicants and employees in order to demonstrate our commitment to promoting equality of opportunity in employment and to comply with our duties under the Fair Employment and Treatment (NI) Order 1998. Please can you complete the following online form:
https://forms.office.com/Pages/ResponsePage.aspx?id=PaS27fF8gE6i2FGHQRyG-8lfG9YxVLpIu2IkBbrdEZJUQkVXSTVNVE9WTDFaWEY2TTJKWjRYVlhWNC4u