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Investment Management

4 months ago

United Kingdom The FISER Group Full time

My client is a leading UK Asset and Wealth manager, with an investment process that is underpinned by sustainability. As long-term investors, they pride ourselves in forming lasting and transparent relationships with their clients. They are seeking an Investment Manager to join their International Private Clients team. As an Investment Manager you will support one or more Account Directors, assisting them in running their client relationships and actively contribute to investment decisions and annual reviews.

Monitor dashboards and ensure ongoing investment and administrative compliance across client base.
Review client portfolios to ensure that the tactical allocation reflects client objectives and house investment policy
Attend client meetings and support Account Director as required.
Prepare valuations, presentations and meeting packs for Private Client meetings.
Contribute to department’s investment process.
Implement departmental projects relevant to client base (e.g. pricing project, repapering, GDPR, MiFID II notifications)

Check client valuations and performance

Experience in having run portfolios and investment management.#
Sound standard of IT skills and database management
Thorough general knowledge of the financial sector