Head of Investment Specialists
3 weeks ago
A fantastic opportunity for someone with over 5 years investment experience to lead a team of Investment Specialists. With a background in DFM / MPS / Multi-Asset
Head of Investment Specialists / Portfolio Construction / Investment Manager / Investment Specialist / Adviser Solutions / Discretionary Fund Management / Model Portfolios / Multi-Asset
The Role
Oversee and manage the Investment Specialist Team and Appointed Investment Adviser Solutions. It requires the management of team, overseeing risk mapping, external performance reporting, investment process and updates to advisers as well as communication of changes to these solutions.
A member of the Senior Management Team (SMT), involved in the development and oversight of new and existing propositions. Feeding into the investment process and the output from this.
It requires knowledge of portfolio construction and as well as the ability to interpret economic and market data in order to effectively articulate investment strategy to financial advisers.
It will require the individual to work closely with the Investment, operations, marketing, and sales team. This is an office-based role but will require travel across the UK in order to deliver regular investment updates to investors.
Responsibilities
- Oversee the Investment specialists, with regular reviews.
- Chair the Appointed Investment Adviser solutions. Provide a process to onboard and review these on an ongoing basis. Feeding back information to the Governance committee.
- Oversee regular updates with the Sales and Investment Teams.
- Deliver investment process and update presentations to Financial Advisers over video call or in person.
- Build and develop quarterly investment presentations and reports, including those with an ESG focus.
- Respond to financial adviser queries by email/phone effectively, competently and in a timely manner.
- Construct technical presentations for use at the internal weekly investment committee.
- Basic regulatory understanding of MiFiD, SFDR, SDR & Consumer Duty and its relevance to Model Portfolios and Funds.
- Understand multi asset solutions, the dynamics of portfolio construction and be able to articulate this with understanding of global markets.
- An understanding of the workings of our platforms and close working with our operations team to deliver service to our IFA users.
- Support the other Investment Specialists in running data reports for all external reporting tools such as FE Analytics, O&M, Selecta pension, Defaqto, Dynamic Planner, Morningstar.
- Understanding of risk mapping and risk profiling for investment offerings.
Experience / Qualifications
- Experience managing a small team.
- Confident presenting to groups in person and over Teams / Zoom
- Understanding of equity/bond market dynamics
- Understanding of economic data and its impact on markets
- Understanding of regulation regarding MiFiD II & Consumer duty
- Minimum 5 Years investment experience
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