Investment Consultant

Haddenham, Aylesbury
We can offer a competitive salary (very much dependent upon the experience, knowledge and expertise
Apr 04, 2019
Jun 03, 2019
Employment Type
Full Time

Defaqto is the leading provider of investment research software, fund analysis and ratings to the UK financial services industry, and a fast growing and successful brand. As a result of significant growth, we are now seeking a talented individual to join us as we further expand our commercial offering and reach in the fund space. We’re based in Haddenham (near Aylesbury in Buckinghamshire) and we’re a great place to work – just take a look at our Best Companies rating and Glassdoor reviews!

As an Investment Consultant, you will analyse fund data and build strong relationships with fund managers in order to fully understand their approach. You will use this data and knowledge to create and maintain fund reviews and ratings that are used by over 7,000 advisers to inform the recommendations they make to their clients. You will also provide analysis for fund panels and other consultancy projects and will write adviser-facing publications and PR. You may also have the opportunity to speak at Defaqto and industry events.

The successful candidate will have  excellent data analysis and interpretation skills and an excellent knowledge of all types of investment fund. You’ll need to be someone with high levels of personal presence and credibility, who can effectively establish and develop client relationships at a senior level. Ideally, the candidate should be a CFA charterholder with relevant experience working at a fund manager, wealth manager or consultancy practice. If not, you’ll have alternative professional qualifications and be able to demonstrate equivalent capability. In addition, you’ll also need good writing and presentation skills.

After your initial induction, you’re likely to be based in our Haddenham office for two days per week and out talking to fund managers (mainly in central London) for another two days per week. We’re very flexible in our approach to working hours and support working from home where appropriate. We have a friendly, collaborative culture where everyone takes ownership for their work and for maintaining high standards of output to meet deadlines.

This is a unique role at the heart of the wealth and investment management markets and within an important and fast growing part of our business. We can offer a competitive salary (very much dependent upon the experience, knowledge and expertise you can bring to the role) and you’ll also benefit from all the other great things about working for Defaqto. For further details please see our website:

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