Charity Investment Manager

3 weeks ago


Liverpool, Liverpool, United Kingdom IDEX Consulting Full time
Investment Manager Opportunity

Our client, a leading financial services firm, is seeking an experienced Investment Manager to join their team in Liverpool. As an Investment Manager, you will be responsible for creating and managing tailored investment portfolios that meet the needs of their clients.

Key Responsibilities:

  • Develop and implement investment strategies to achieve client objectives
  • Maintain and enhance client relationships through exceptional service and communication
  • Conduct thorough research and analysis to identify investment opportunities and risks
  • Collaborate with colleagues to share knowledge and best practices
  • Stay up-to-date with market trends and regulatory changes to ensure compliance and optimal investment outcomes

Requirements:

  • Relevant qualifications, such as CISI Level 6 or equivalent
  • Proven experience in investment management, with a strong track record of success
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions
  • Ability to work independently and as part of a team, with a flexible and adaptable approach

About IDEX Consulting:

IDEX Consulting is a leading financial services firm dedicated to providing exceptional investment management services to our clients. We are committed to driving conscious inclusion across our business and creating equitable pathways for all.



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