Investment Associate
1 month ago
Are you an Investment Associate with experience of building strong client relationships, providing first class customer service?
We are currently recruiting an Investment Associate (Private Clients) to join the Front Office team in our London office. The role will support the existing team in effectively servicing clients and managing client portfolios through the investment management process. The heart of Ruffer is investment performance and service that puts clients first.
**Key tasks include**:
With supervision from the Investment Director and Manager, the Investment Associate must be able to undertake the following core requirements:
Clients
- Understanding the client types, structures and individual background of the team’s clients (e.g. demographic, background, situation)
- Supporting the Investment Director, Manager and Client Associate in all aspects of client relationship across the client lifecycle extending, but not limited to:
- Preparing materials and documents for client meetings in line with Ruffer standards
- Attending at client meetings, taking minutes/actions and distributing in a timely manner to colleagues and clients
- Communicating with clients to respond and deal with day-to-day queries where appropriate e.g. payment requests, account restructures, performance and portfolio updates, market updates, requests for new client proposals, new client paperwork
- Where relevant, work with the team to support production of audit packs, tax planning activity, including providing the team with the necessary information required for ISAs, CGT and reconciliations.
- Assistance in the production of timely quarterly and bespoke client reporting, in line with relevant regulations and supporting the Client Associate during the quarterly reporting period.
Investment
- Communicating Ruffer’s investment philosophy and current outlook to clients in a coherent and accessible way
- Understanding of the overall financial markets and its impact on Ruffer and its clients
- Developing, operating and maintaining an understanding of core Ruffer investment management systems and processes such as Symphony reporting suite, Bloomberg and/or Factset as relevant
Regulation and Policy
- Ensuring full regulatory landscape is understood and complied with through adherence to compliance manual and processes, completing of relevant Continuing Professional Development (CPD) training, annual compliance training, ongoing assessment and associated record keeping for oneself.
**Skills, knowledge, experience and qualifications**
The individual is expected to demonstrate the following, working with our clients and colleagues:
- Absolute focus on client service, including awareness of cultural differences in working practices
- High standard of oral and written communication
- High standard of IT literacy (MS Office, especially Word, PowerPoint, Excel)
- Exercise judgement, intellectual rigour and clarity of thought
- Strong attention to detail and analytical mind
- Emotional intelligence (adapting to, interpreting and engaging with others)
**About Us**
Ruffer’s single investment strategy is defined by two simple investment objectives:
- Not to lose money in any 12-month period
- Generate returns meaningfully ahead of the return on cash
**All-Weather Investing**
We aim to deliver positive returns come rain or shine. If we are to be good all-weather investors, we cannot be dependent on the direction of markets. To avoid that dependency, we always hold investments in what we call growth and protection. We hold these alongside each other, changing the allocation to each over time. When the market sun shines, we expect our growth assets to prosper. When a market storm hits, our protective assets should provide shelter, defending the portfolio from a downturn. At Ruffer, we are committed to being good stewards of our clients’ assets. To that end, environmental, social and governance (ESG) considerations are integrated into our investment process. Whether it’s climate change or indigenous rights, executive pay or workforce safety, we believe our considered approach helps us make better decisions.
**Diversity & Inclusion**:
**Ruffer operates a 60:40 hybrid working policy, 60% of working time from the office and the option to work the remaining 40% from the office or at home.
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