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Investment Manager
4 months ago
Investment Manager, Harrogate
McInroy & Wood is a leading independent private client investment manager with a successful track record of investing directly across developed and emerging markets for over 38 years. The firm currently manages in excess of £2.3bn of client assets. MW is headquartered in Haddington, East Lothian, where the majority of its staff are based, with integrated teams in London and Harrogate.
Check out the role overview below If you are confident you have got the right skills and experience, apply today.
Independence, with a controlling family interest, ensures a consistency of approach and stability that is valued by staff and clients alike. MW has consistently delivered sustainable organic growth since its inception. The firm is looking to recruit an experienced professional for the Harrogate team to underpin its long-term growth plans. MW offers a well-developed training programme for professionals looking to move from another professional services field to the investment management sector.
Role and responsibilities
The role offers the opportunity to lead in developing the business under an ambitious medium-term plan in collaboration with the existing Harrogate and London-based teams, which currently consist of nine investment managers and administrative support.
The successful candidate will be expected to be in the Harrogate office the majority of the week and to live in the local area.
The role will involve:
- Identifying and developing new client and professional relationships.
- Management of a growing portfolio of existing client relationships.
- Contributing to business development activities and client relationships across Yorkshire, the North of England and London.
- Be part of the continued development of the firm’s business development strategy.
- Contribute to investment policy decisions at Investment Policy Committee meetings, and working alongside the firm’s analysts and other investment managers to identify, evaluate and monitor a concentrated preferred list of global equities.
- Assisting with a variety of company projects and initiatives.
As investment manager you will assume wide ranging investment management and client relationship responsibilities delivering an ambitious growth plan as an integral member of a small but dynamic and well-respected firm.
The role is full-time and will be based out of our Harrogate office, working closely with the existing Investment Director based there. The role will involve regular travel around the North of England and to the Haddington and London offices for meetings with colleagues, clients, investee companies, and for business development activities.
Experience
The utmost integrity and a true commitment to the highest standards of client service are essential.
Effective communication, strong interpersonal skills, and an ability to work independently and collaboratively as part of a team will be important competencies. Initiative, energy, and resourcefulness are characteristics all employees are expected to demonstrate.
Candidates will have a minimum of 8-years of financial services experience and be expected to hold or obtain the Private Client Investment Advice & Management (PCIAM) or equivalent Ofqual Level 6 (or higher) qualification (e.g., CFA).
An understanding of financial analysis and global markets, and an appreciation of global politics and macroeconomics, is required.
This role is rewarded with a competitive base salary, benefit package including private health care, life insurance and eligibility for the firm's profit-share.
For an able and ambitious candidate, McInroy & Wood offers significant career opportunities as the firm continues to grow and develop.
