Assistant Investment Manager Job in London

Assistant Investment Manager Job in London. Apply for the latest London jobs in Accounting/Financial/Insurance.

Assistant Investment Manager Job in London

Job Description
Are you an experienced Assistant Investment Manager looking to work in an award-winning independent financial advice firm?

My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing what is right for their clients is best for the business.

An excellent opportunity to work as an Assistant Investment Manager within a close-knit, busy, and successful team. This role is an integral part of the team delivering an outstanding investment proposition to clients of the company, which includes a full suite of active, passive, overseas and sustainable Model Portfolios operating on two DFM platforms. Working closely with the Chief Investment Officer and other key members of the investment team, the role will help to maintain and develop these investment portfolios alongside new propositions to meet ever increasing client and market demands.

Responsibilities of this Assistant Investment Manager:

Construct and manage investment portfolios as detailed in the firm’s procedures.

Perform comprehensive fund research and manager selection across all asset classes on both new fund ideas and the ongoing monitoring of existing Buy List selections.

Ensure portfolios are managed in accordance with the risk mandate, objectives, and the firm’s investment proposition.

Contribute to the firm’s Investment Committee and act in accordance with its terms of reference.

Undertake appropriate quantitative and qualitative research and analysis and have relevant experience conducting fund manager interviews.

Help oversee a structured product book of £40m, engaging with external providers and internal consultants to deliver structured product options for our buy list.

Contribute oversight to the effective management of trading, ensuring sufficient client information is obtained before any decisions to trade are made.

Requirements of this Assistant Investment Manager:

Degree educated, with significant progress made in post-degree investment qualifications (CII, CISI or CFA routes)

5+ years investment experience, preferably across multiple asset classes at a large established wealth manager

Demonstrable experience of private client portfolio construction, preferably with significant direct client contact

A keen interest and high-level understanding of macro drivers (economic and political) and the relationship with asset classes

Excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences

FE Analytics/Morningstar Direct experience is advantageous

An understanding of structured products (advantageous but not essential)

Our client is offering the successful Assistant Investment Manager:

£40,000 – £50,000 Basic

Attractive benefits package

Bonus Scheme

Progression opportunities

Hybrid Working (1-2 days in the office)

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

Job Type: Permanent, Full Time
Location: London
Category: Accounting/Financial/Insurance
City: Farringdon
County: Greater London
Country: United Kingdom
Salary: £40000 – £50000/annum
Benefits: