Financial Strategy analyst (FSG)

The role

Financial strategy analysts work within a dedicated project team on a wide range of pension and risk consultancy projects for both trustee and corporate clients. You will work with a wide variety of IT tools and spreadsheets to adapt technical modelling tools to specific client situations.

The professional qualifications

All financial strategy analysts complete the Investment Management Certificate and then elect to study towards becoming either an actuary or a Chartered Financial Analyst charterholder.

To become an actuary you need to complete a total of 15 exams and a paper. Core topics include statistical modelling, economics, financial and actuarial mathematics, together with the established areas of actuarial work in investment, finance and asset management, life assurance, general insurance, pensions and employee benefits. Exemptions from some examinations are possible depending on your degree course. It usually takes between 3 and 6 years to become qualified.

To become a charterholder of the CFA you’ll need to complete 3 exams covering topic areas including; economics, financial reporting, equity investments and more. It takes approximately 3 years to become a CFA charterholder.

The Requirements

You’ll need a minimum of 320 UCAS obtained in 3 subjects including Mathematics at a B grade or above and a 2.1 honours degree expected or obtained in a numerical or semi numerical degree discipline. Equivalent qualifications are accepted.