Schroders Benefits Overview

Supports investment advisors in designing tailored strategies for pensions, endowments, charities, and other institutional clients. Responsibilities include numerical analysis, preparing client materials, monitoring investment strategies, supporting client relationships, contributing to proposition innovation, and assisting with new business opportunities. The role requires knowledge of investment strategies, asset classes, derivatives, industry trends, and strong Excel skills, with client-facing and data visualization experience beneficial.

Supports lead advisors in designing investment strategies, developing client solutions, preparing client materials, conducting numerical analysis, enhancing investment models, monitoring client strategies, and supporting new business opportunities. The role focuses on pensions, endowments, charities, and other institutional clients, requiring strong Excel and Python skills, investment knowledge, client communication, and collaboration across international teams.

Lead client engagements and design tailored investment strategies for pension schemes, endowments, and charities. Provide technical oversight of modelling and analysis, present recommendations to senior stakeholders, monitor client strategies, develop investment propositions, support new business, and coach junior colleagues. The role requires strong expertise in UK defined-benefit pensions, asset allocation, hedging, derivatives, governance, and client advisory.