Investment Professional
1 week ago
We are a leading investment management company, dedicated to providing high-quality investment services to our clients. Our team of experienced professionals is committed to delivering exceptional results and building long-term relationships with our clients.
About the Role:
This is a fantastic opportunity to join our team as an Investment Professional. You will be responsible for conducting research on fund managers, making recommendations to support proposals, and working closely with our team to identify suitable candidates for our model portfolios and funds.
Key Responsibilities:
- Conduct in-depth research on fund managers to identify suitable candidates for our model portfolios and funds.
- Lead searches for new fund managers and chair meetings with potential managers, as well as reviews with current holdings.
- Prepare comprehensive notes and recommendations based on meetings and present findings internally to support proposals.
- Assist with client queries and meetings where required.
Requirements:
- Proven experience in fund manager selection.
- Experience with portfolio construction in either a FoF or model portfolio context.
- Familiarity with regulatory limits of UCITS and NURS fund structures.
- Understanding of portfolio risk and exposures.
Salary:
£60,000 - £80,000 per annum, depending on experience.
Benefits:
As a member of our team, you will have access to a range of benefits, including competitive salary, generous pension scheme, and opportunities for professional development.
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