Salary c. £85,000 - £105,000 Depending on Experience
Excellent Benefits, Bonus, Car
We have an exciting opportunity for a an experienced Investment Manager to join the business in London on a permanent basis. This senior hire will work collaboratively across the Business and have responsibility of the daily management of specified funds, asset class research & recommendations and asset allocation.
Ensuring funds are positioned to achieve performance objectives
Ensuring funds are positioned within mandate guidelines
Forming asset class convictions supported by appropriate analysis
Recommending funds and blends of funds for inclusion in portfolios
Investment risk modelling
Producing high quality investment commentary & supporting the distribution of funds
Key Skills & experience:
The successful candidate will be working in a similar role and possess significant investment knowledge with experience of portfolio management / asset allocation and manager selection.
Understanding of investment products and positioning in the financial adviser market
Understanding of IFA firms, their investment process, how they advise and sell.
Extensive understanding of the financial services sector and associated customer demands and distribution dynamics
Strong understanding of the UK regulatory framework (RDR, Mifid-II, AMMS etc.)
Strong multi asset portfolio management skills
Ability to interpret, evaluate, and challenge investment recommendations relating to asset allocation and fund selection.
Facility to articulate this evaluation, decisions made, and how recommendations are implemented
Portfolio risk management skills
Knowledge or experience of ESG investment is beneficial, but not necessary
Ability to undertake independent analyses
Ability to use online systems, e.g. Bloomberg and assess data to draw insights and conclusions