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Investment Portfolio Manager
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Investment Manager (Charities) Opportunity
About IDEX Consulting Ltd
We are a leading provider of investment management services to charities and not-for-profit organizations. Our team of experienced investment professionals works closely with our clients to understand their unique needs and goals, and to develop tailored investment strategies that meet those needs.
About the Role
We are seeking a Chartered qualified Investment Manager to join our Charities team. As an Investment Manager, you will be responsible for managing investment portfolios for our charity clients, working closely with our clients to understand their investment objectives and risk tolerance, and developing and implementing investment strategies that meet those objectives.
Key Responsibilities
- Manage investment portfolios in line with guidance to meet each individual client's needs while ensuring ongoing suitability of investments
- Ongoing active decision making in portfolio reviews
- Understanding of, and interest in, responsible investment
- Preparation of client reporting
Requirements
We are looking for a Chartered qualified professional with exposure to managing either Private Client or Charity accounts. You will have a strong understanding of investment management principles and practices, and be able to communicate complex investment concepts to clients in a clear and concise manner.
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
