Investment Management
3 weeks ago
Amber River Premier, a Chartered Wealth Management firm in Marlow and part of the Amber River Group are looking to appoint an Investment Manager to take responsibility for the firms investment proposition which includes our own internally managed model portfolios (both discretionary and advisory) and external multi asset funds.
The postholder will lead on investment selection and play a pivotal role as part of the wider Investment Committee. As the leading authority within Amber River Premier on Investments you will continually research, use market knowledge and networking skills in effectively managing the investment proposition. Include ongoing assessment of performance and appraising attribution.
Our Investment Manager will be responsible for the following activities:
Responsible for building and maintaining relationships with external parties, including Fund Managers and meeting with Private Clients of Amber River Premier, plus internal management and development of members of the Investment Management team.
Ensuring portfolios are managed in accordance with the firm’s investment proposition; constructing and managing investment portfolios and creating/updating these on the firm’s preferred platforms
Producing and maintaining the firm’s investment fund buy list
Active involvement as a member of the firm’s investment committee, arranging the meetings and preparing pre-meeting information.
Making sure investment decisions made are consistent with the stated objectives and constraints of the portfolio as appropriate
Undertake research to assist the firm with its chosen investment strategy
Making sure trades are placed with third parties in accordance with the firm’s best execution policy
Manage the investment team, providing staff training on investment related topics and the investment proposition
Liaison with Fund Managers, product specialists and fund house representatives to get updates and negotiate discounts on charges
Arrange/attend regular catch ups with portfolio Fund Managers/product specialists, and invite other members of staff as appropriate
Providing data to our central investment team as and when requested, to allow them to produce the portfolio factsheets, and checking the produced factsheets before publishing to ensure they are correct
Our ideal applicant will have prior experience within a similar role and a proven track record of success in managing investments.
Clear communication skills are vital to the role along professional presentation and relationship development skills.
CFA Investment Management Certificate (level 4)
CII J10 - Discretionary Investment Management
CII R02 - Investment Principles and Risk
CISI/CBI Green & Sustainable Finance Certificate
CISI Private Client Investment & Advice
CISI Investment Advice Diploma
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Marlow, Buckinghamshire, United Kingdom Amber River Premier Full timeAmber River Premier, a Chartered Wealth Management firm in Marlow and part of the Amber River Group are looking to appoint an Investment Manager to take responsibility for the firms investment proposition which includes our own internally managed model portfolios (both discretionary and advisory) and external multi asset funds. The postholder will lead on...
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