Investment Director

Employer
Selby Jennings
Location
London, United Kingdom
Salary
Competitive Salary
Posted
May 02, 2021
Closes
Jun 13, 2021
Ref
1939140829
Job Role
Director/Board
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Level of qualification
CIMA, Qualified

The role:

  • 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.
  • Maintain close relationships with Private Client teams, responding to investment queries swiftly and maintaining an exceptionally high level of internal client satisfaction. - Clearly explain our investment proposition and portfolio positioning in client meetings when required by the Private Client Director/s.
  • Actively support Investment in building new and existing client Portfolio pitches and marketing material around the wealth plan strategies

Knowledge/Experience

  • Preferred to be be RDR Level 4 qualified - 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