Investment Consultant (vp/svp)

Apex Group Ltd

United Kingdom
Institutional investor markets
Alternative investments
Private markets expertise
Apex Investment Advisory division provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, and manager selection

Job Summary

  • Apex Investment Advisory division provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, and manager selection.
  • You will maintain active relationships with existing clients and lead high-impact projects such as strategy reviews, manager selection, and due diligence.
  • A key focus of the role will be developing and building the business in the UK and internationally to help drive the expansion of Apex Investment Advisory.

Matching Summary

Apex Investment Advisory division provides a full range of advisory and investment consulting services, including independent investment advice, strategic asset allocation, portfolio construction, and manager selection.

Skills & Requirements

Must-have

  • Institutional investor markets
  • Alternative investments
  • Private markets expertise
  • Client relationship management
  • New business development

Nice-to-have

  • Positive disrupter
  • Industry-changing realities
  • Supercharge unique skills

Key Requirements

  • Minimum of 7 years’ relevant experience
  • Fully qualified/Part-qualified professional qualifications (e.g., CFA, FIA)
  • Upper-second level degree (ideally in finance, mathematics, engineering, sciences or business)
  • Physically located and eligible to live and work in the United Kingdom

Work Rights

Must be eligible to live and work in the UK

Tailored Resume

Cover Letter