Assistant Investment Manager
- Employer
- Search Consultancy
- Location
- London, United Kingdom
- Salary
- Competitive Salary
- Closing date
- Oct 26, 2020
View more
- Job Role
- Accounts Assistant
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
You need to sign in or create an account to save a job.
Assistant Investment Manager with a boutique Wealth Management company based in London, competitive salary with excellent benefits.
The role comprises, but is not restricted to:
Key responsibilities
* Construct and manage investment portfolios as detailed in the firm's procedures.
* Perform comprehensive fund research and manager selection across all asset classes on
both new fund ideas and the ongoing monitoring of existing Buy List selections.
* Ensure portfolios are managed in accordance with the risk mandate, objectives and the
firm's investment proposition.
* Contribute to the firm's Investment Committee and act in accordance with its terms of
reference.
* Undertake appropriate quantitative and qualitative research and analysis and have relevant
experience conducting fund manager interviews.
Stakeholder management and communication
* Maintain close relationships with Private Client teams, responding to investment queries
swiftly and maintaining an exceptionally high level of internal client satisfaction.
* Clearly explain the investment proposition and portfolio positioning in client meetings when
required by the Private Client Director/s.
* Contribute to the high level of written work produced by the team e.g. external media and
PR contributions, the quarterly Investment Strategy for clients, regular and ad-hoc briefings
for internal teams, etc.
Experience and Qualifications
* Degree educated, with significant progress made in post-degree investment qualifications
(CII, CISI or CFA routes)
* 5+ years investment experience, preferably across multiple asset classes at a large
established wealth manager
* Demonstrable experience of private client portfolio construction, preferably with significant
direct client contact
* A keen interest and high-level understanding of macro drivers (economic and political) and
the relationship with asset classes
* An excellent understanding of industry research and analysis tools. FE Analytics experience
would be advantageous.
Competencies
* Curious to stay up-to-date with investment theory and economics, financial markets, news
and current affairs and anything else that could affect fund performance
* A strong communicator with the ability to build strong relationships with internal and
external stakeholders
* A natural team player, working closely with the team without being concerned with
hierarchy or status (not high-ego)
* Resilient and hard-working, able to work well under pressure
* Able to quickly adapt to changing priorities and new challenges.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
The role comprises, but is not restricted to:
Key responsibilities
* Construct and manage investment portfolios as detailed in the firm's procedures.
* Perform comprehensive fund research and manager selection across all asset classes on
both new fund ideas and the ongoing monitoring of existing Buy List selections.
* Ensure portfolios are managed in accordance with the risk mandate, objectives and the
firm's investment proposition.
* Contribute to the firm's Investment Committee and act in accordance with its terms of
reference.
* Undertake appropriate quantitative and qualitative research and analysis and have relevant
experience conducting fund manager interviews.
Stakeholder management and communication
* Maintain close relationships with Private Client teams, responding to investment queries
swiftly and maintaining an exceptionally high level of internal client satisfaction.
* Clearly explain the investment proposition and portfolio positioning in client meetings when
required by the Private Client Director/s.
* Contribute to the high level of written work produced by the team e.g. external media and
PR contributions, the quarterly Investment Strategy for clients, regular and ad-hoc briefings
for internal teams, etc.
Experience and Qualifications
* Degree educated, with significant progress made in post-degree investment qualifications
(CII, CISI or CFA routes)
* 5+ years investment experience, preferably across multiple asset classes at a large
established wealth manager
* Demonstrable experience of private client portfolio construction, preferably with significant
direct client contact
* A keen interest and high-level understanding of macro drivers (economic and political) and
the relationship with asset classes
* An excellent understanding of industry research and analysis tools. FE Analytics experience
would be advantageous.
Competencies
* Curious to stay up-to-date with investment theory and economics, financial markets, news
and current affairs and anything else that could affect fund performance
* A strong communicator with the ability to build strong relationships with internal and
external stakeholders
* A natural team player, working closely with the team without being concerned with
hierarchy or status (not high-ego)
* Resilient and hard-working, able to work well under pressure
* Able to quickly adapt to changing priorities and new challenges.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
You need to sign in or create an account to save a job.
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert