Assistant Investment Manager
Bath
£40,000 to £45,000 per annum plus benefits
Our client is an award‑winning discretionary investment and fund management firm, renowned for its bespoke, client‑centric approach. Due to continued business growth, they are now looking to recruit an Assistant Investment Manager to join their highly respected team on a permanent basis.
Main Tasks:
This role is a front office client‑facing role supporting external clients of the business.
Under the supervision of stakeholders in the assigned investment management team and the line management of a Senior Investment Manager, this role will support the team with all appropriate client activities including (but limited to) the following activities:
- monitoring of clients’ portfolios on a regular basis and preparing transactions as necessary to maintain portfolios suitable to clients’ investment objectives
- maintenance of a very high level of client care and service with both clients and Introducers
- carrying out client nontrade related instructions in a timely manner
- ensuring that Valuations and contract notes are produced and dispatched to clients within internal timescales
- ensuring that all communications received from clients and Introducers are actioned promptly and efficiently
- fostering relationships with existing and potential clients and Introducers
To build knowledge and to keep up to date with market & investment news and information and to maintain a working knowledge of relevant professional developments, ensuring that these are acted upon in the clients’ and the Company’s interests.
Ideally you will be CISI Level 4 qualified, however, this is not essential as full exam support will be provided.
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