Working in First Actuarial’s investment services team

Home Careers Working in First Actuarial’s investment services team

What does the investment services team do?

Our investment team provides a central service, covering clients across the UK. The team is mainly based in Leeds, but we’re also building up a presence in Basingstoke.

We provide investment advice to pension scheme trustees, which normally starts with a review of the scheme’s strategy and current investments. For many of our clients we also run a monitoring service, reporting on any developments in the scheme’s investments and how they perform.

If, as a result of strategic review or monitoring work, we advise the trustees to change their investments, we often guide them through a selection exercise. This involves shortlisting and reviewing eligible funds in detail before they are chosen. We may also carry out financial modelling when proposing a target asset allocation that will meet the trustees’ risk and return targets.

Once the changes are agreed, our specialist asset transitions team takes over and project manages the activity on behalf of the scheme, while minimising any risks involved.

Research is an important dimension of investment services. First Actuarial researches all the major asset classes. This involves meeting investment managers on a regular basis to elicit new fund and market information.

How does the investment team develop its staff?

The investment team supports individuals who want to gain actuarial qualifications or a Chartered Financial Analyst (CFA) accreditation, which can be especially useful in client-facing consultancy roles. Ours is a growing team, and we are open to additional training needs.

In terms of continuous professional development, First Actuarial has robust training and communications in place to keep investment specialists on top of changes and developments in the field.

Interested in joining First Actuarial?

Then look through our available positions, and find the job that will take you to where you want to be.

I’d like to hear more about future career opportunities

Not quite the right time for a career move? Stay in touch and we’ll keep you informed of any suitable openings in the future.
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Meet the investment team member

Mitesh Dayalji

Meet Mitesh

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