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Location: Leeds, United Kingdom
Type: Full Time
Internal Number: 12232864
- Being directly involved in providing Investment Advice to Institutional Clients, supporting and leading on this.
- Conducting Manager and Investment research to design sound Investment Strategies.
- Liaise and deal with a variety of clients, including queries, portfolio updates, reporting requirements.
- Good progress/completion of either FIA exams or CFA exams.
- Strong communication, presentation and client relationship skills.
- 3+ years' Investment Consulting and Advisory experience, preferably within DC.
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