Senior Investment Manager

Responsibilities

• To manage clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process and Outliers reporting and Client Suitability requirements.
• To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
• To maintain the highest standards of compliance in keeping with the company’s obligations to clients, counterparties and the regulator.
• To maintain good client relationships.
• To encourage a culture of compliance throughout the company.
• To reflect company policy in investment and service levels and to maintain all necessary records in the event of any material deviation.
• To manage (where appropriate) support staff in the delivery of their personal and team objectives and responsibilities.
• To develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications.
• To ensure that they familiarise themselves and abide by the company’s value statement and policy with regard to TCF (Treating Customers Fairly).
• To ensure that they familiarise themselves and abide by company policy on Client Data Security.
• To ensure that they are fully familiar with the firm’s Anti-Money Laundering staff handbook and with the Money Laundering regulations in general and that they ensure all regulations and procedures are complied with.
• To be fully familiar with the firm’s complaint handling procedures as set out in the firm’s handbook.
• To carry out any other duties as may reasonably be required.

Requirements

• 5+ years’ Investment Management, or equivalent, experience within an Asset Management firm.
• In-depth understanding of equity, fixed income, and alternative assets.
• Passionate about markets with a keen interest in financial theory and multi-asset investing.
• Excellent interpersonal skills and the ability to work effectively within a team environment.
• Proactive and well-organised individual with strong investment idea generation skills
• Able to demonstrate solid analytical and quantitative abilities.
• Strong communication and relationship management skills.
• Is business-oriented and focuses on the customer.
• CFA / CAIA qualification is advantageous.

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