Hi Everyone, I’m glad to share a new open position of Investment Manager in London. The Investment Manager is a confident, articulate and self-motivated professional responsible for maintaining successful existing business relationships as well as identifying, managing, and undertaking research and analysis of new business and development opportunities.
Position Responsibilities and Functions:
- Supporting senior management with the execution of the Investment Partnership business plan.
- Leading and managing due diligence and transaction executions.
- External stakeholder management where required, interfacing with investors, partners, and investment banks.
- Carrying out asset-liability modelling.
- Drafting investment advice.
- Presenting advice to clients at meetings.
- General consultancy, dealing with clients’ telephone queries and day to day correspondence providing investment advice where needed.
- Understanding the client and the client’s aims and objectives.
- Client management for small and large clients, taking responsibility for allocation and completion of work, and meeting deadlines.
- Comply with relevant FCA requirements for individuals providing regulated advice.
- Assisting with new business pitches and developing investment consulting opportunities with existing clients.
- Attending networking events when required.
Requirements:
- Expertise in the use and application of Excel and CRM systems.
- Understanding of investor needs including investment structures.
- Excellent numerical, analytical and problem-solving skills.
- Strong interpersonal skills to work with a variety of external and internal stakeholders.
- The ability to work under tight deadlines.
- To be CF30 competent or ideally registered.
- A minimum of a 2.1 degree, ideally in a numerical subject.
- IMC (level 4) qualified is a prerequisite.
- A minimum of 5 years’ experience in an investment orientated role in financial services.
- Significant previous exposure to funding research and ongoing portfolio management.
- A good level of experience of working with and meeting private clients.
- Ability to work independently as well as part of a small team, liaising with a variety of different people across the business.
Do you feel ready for the interview? Apply today at https://amaiz.com/careers/london/investment-manager or send me a DM on Twitter @mlevkina.
Thank you!