See more Collapse

Investment Manager

4 weeks ago

London, UK, United Kingdom Bruin Full time

My client is a leading UK Asset and Wealth manager, with an investment process that is underpinned by sustainability. As long-term investors, they pride ourselves in forming lasting and transparent relationships with their clients. They have the same philosophy when it comes to their employees, and are always looking for people who share our approach.

They are seeking an Investment Manager to join their International Private Clients team. As an Investment Manager you will support one or more Account Directors, assisting them in running their client relationships and actively contribute to investment decisions and annual reviews.

Role and Responsibilities

  • Portfolio management & administration
  • Assist in the management and administration of portfolios for a number of clients.
  • Monitor dashboards and ensure ongoing investment and administrative compliance across client base.
  • Review client portfolios to ensure that the tactical allocation reflects client objectives and house investment policy
  • Attend client meetings and support Account Director as required.
  • Prepare valuations, presentations and meeting packs for Private Client meetings.
  • Place/check deals in the firms’ funds, equities, bonds, 3rd party funds, FX.
  • Contribute to department’s investment process.
  • Implement departmental projects relevant to client base (e.g. pricing project, repapering, GDPR, MiFID II notifications)
  • Build new business
  • Promote the firm externally, largely through the development of relationships with professional intermediaries
  • Prepare proposed portfolios, RFPs and presentations for pitches to potential clients
  • Check client valuations and performance

Requirements

  • RDR Level 6 qualified.
  • Educated with strong interest in equity and bond markets, best of breed 3rd party managers and alternative strategies.
  • Experience in having run portfolios and investment management.#
  • Making new contacts and presenting to various audiences
  • Sound standard of IT skills and database management
  • Thorough general knowledge of the financial sector
  • Organised and professional at all times.
  • Able to work under pressure and to be innovative, entrepreneurial and energetic.

We have other current jobs related to this field that you can find below

  • Investment Manager

    11 hours ago

    London,, UK, United Kingdom Gemera Partners Full time

    We are currently looking for an Investment Manager on behalf of a DFM client in London.Role:Attract, develop, and retain a portfolio of relationshipsActively seek new businessProvide investment advice appropriate to the client’s needsUnderstanding of the client’s investment objectives, risk profile & investment experienceProvide clients and/or their...

  • Investment Manager

    1 week ago

    London,, UK, United Kingdom Metallum Partners Full time

    About Our ClientWe are thrilled to partner with a leading global private equity firm focused on energy transition investments. The firm is expanding its London office and seeking an Investment Manager to join the team. Reporting directly to the two managing partners, this role is vital to the infrastructure team, which follows a value-add strategy by...

  • Investment Manager

    1 month ago

    London,, UK, United Kingdom The FISER Group Full time

    My client is a leading UK Asset and Wealth manager, with an investment process that is underpinned by sustainability. As long-term investors, they pride ourselves in forming lasting and transparent relationships with their clients. They have the same philosophy when it comes to their employees, and are always looking for people who share our approach.They...

  • Investment Manager

    3 weeks ago

    London,, UK, United Kingdom The FISER Group Full time

    My client is a leading UK Asset and Wealth manager, with an investment process that is underpinned by sustainability. As long-term investors, they pride ourselves in forming lasting and transparent relationships with their clients. They have the same philosophy when it comes to their employees, and are always looking for people who share our approach.They...

  • Investment Manager

    4 weeks ago

    London,, UK, United Kingdom Thomas Gray Limited Full time

    We are working with a London-based ProCo who is looking for a driven Investment Manager / Development Analyst to join the growing team.This hire is pivotal to the business, and you will be a vital member of the team. In this diverse role, you will provide financial analysis to the Development, Asset Management and Finance teams. You will have a strong...

  • Investment Manager

    3 weeks ago

    London,, UK, United Kingdom Thomas Gray Limited Full time

    We are working with a London-based ProCo who is looking for a driven Investment Manager / Development Analyst to join the growing team.This hire is pivotal to the business, and you will be a vital member of the team. In this diverse role, you will provide financial analysis to the Development, Asset Management and Finance teams. You will have a strong...

  • Investment Manager

    1 month ago

    London,, UK, United Kingdom VINKEFUND Full time

    VINKEFUND, an emerging funds management company based in Estonia, Europe, with assets under management (AuM) totaling €10 million, is seeking a talented Investment Manager. We are open to a variety of strategies, excluding long-term passive investment approaches, to leverage market opportunities across various segments.We are Searching for Someone Who:Has...

  • Investment Manager

    3 weeks ago

    London,, UK, United Kingdom VINKEFUND Full time

    VINKEFUND, an emerging funds management company based in Estonia, Europe, with assets under management (AuM) totaling €10 million, is seeking a talented Investment Manager. We are open to a variety of strategies, excluding long-term passive investment approaches, to leverage market opportunities across various segments.We are Searching for Someone Who:Has...

  • Trade and Investment Major Investment Manager

    1 week ago

    London,, UK, United Kingdom Thames Freeport Full time

    Trade & Investment Major Investment Manager About Thames Freeport:Thames Freeport is the largest economic intervention and opportunity in South Essex and the Thames Estuary. Its vision is to connect the global ports at London Gateway and Tilbury with Ford’s world-class Dagenham facility, creating an economic zone which accelerates investment and jobs in...

  • Investment Operations Manager

    11 hours ago

    London,, UK, United Kingdom Qh4 Consulting Full time

    Investment Operations Manager - Fixed Income / DerivativesWe are looking for an Investment Operations SME / Operations focussed Manager to join a mid-sized investment manager on a permanent basis. The work will focus around providing analysis around a range of investment operations and on-boarding projects.A key requirement is the ability for this individual...

  • Associate Investment Manager

    1 week ago

    London,, UK, United Kingdom Stephenson Executive Search Full time

    Associate Investment ManagerIntroduction:My Client is a globally recognised private banking and asset management company with a rich history and a strong international presence. The group manages assets of over £250bn for wealthy private individuals and institutional clients. The bank employs over 3000 individuals who work out of more than 18 locations in...

  • Trainee Investment Manager

    3 weeks ago

    London, UK, United Kingdom Quilter Full time

    What the Hiring Manager Says Quilter Cheviot has a heritage that dates back to 1771. As one of the UK's largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and...

  • Media Investment Manager

    1 month ago

    London,, UK, United Kingdom Silverdrum Full time

    Media Investment Manager at a leading media agency.We are looking for someone with strong excel and maths, ideally with media buying experience that can work across Global investment, media audit and accountability for an exciting new investment role across a leading global brand.Salary is £45,000 + benefits.Role SummaryThis is an exciting opportunity for...

  • Media Investment Manager

    3 weeks ago

    London,, UK, United Kingdom Silverdrum Full time

    Media Investment Manager at a leading media agency.We are looking for someone with strong excel and maths, ideally with media buying experience that can work across Global investment, media audit and accountability for an exciting new investment role across a leading global brand.Salary is £45,000 + benefits.Role SummaryThis is an exciting opportunity for...

  • Assistant Investment Manager

    1 month ago

    London, UK, United Kingdom Morris Jane Associates Full time

    Key accountabilities Write to clients, answering any queries in relation to sales, purchases, dividends paid and Rights Issues, as required. Open new accounts and load stock onto the valuation system, liaise with former brokers in relation to the transfer of stocks and cash. Feed Capital Gains Tax histories onto the system and liaise with the Operations...

  • Assistant Investment Manager

    3 weeks ago

    London, UK, United Kingdom Morris Jane Associates Full time

    Key accountabilities Write to clients, answering any queries in relation to sales, purchases, dividends paid and Rights Issues, as required. Open new accounts and load stock onto the valuation system, liaise with former brokers in relation to the transfer of stocks and cash. Feed Capital Gains Tax histories onto the system and liaise with the Operations...

  • Investment Administrator

    1 month ago

    London, UK, UK, United Kingdom JJ SEARCH LIMITED Full time

    The Company Our client is a Wealth Management company based in the City of London, highly recognised with a fantastic reputation. The Role The Investment Administrator / Investment Assistant will support an established Investment Management team and will be responsible for drafting client reports to coincide with valuations. As well as dealing with ad hoc...

  • Investment Data Manager

    3 weeks ago

    London,, UK, United Kingdom Jigsaw Financial Full time

    Company: A leading Asset Manager Location: London, City (Hybrid)You’ll play a lead role in defining a new Investment Data function, helping to harmonise data and ensure it’s accessibility, across various investment strategies and products.Requirements:Circa 10-20 years’ experienceSolid experience within Investment DataAble to build a function and...

  • Investment Data Manager

    4 weeks ago

    London,, UK, United Kingdom Jigsaw Financial Full time

    Company: A leading Asset Manager Location: London, City (Hybrid)You’ll play a lead role in defining a new Investment Data function, helping to harmonise data and ensure it’s accessibility, across various investment strategies and products.Requirements:Circa 10-20 years’ experienceSolid experience within Investment DataAble to build a function and...

  • Investment Data Manager

    1 month ago

    London, UK, United Kingdom Jigsaw Financial Full time

    Location: London, City (Hybrid) You’ll play a lead role in defining a new Investment Data function, helping to harmonise data and ensure it’s accessibility, across various investment strategies and products. Requirements: Circa 10-20 years’ experience Solid experience within Investment Data Able to build a function and deliver Good investment...