Discretionary Investment Manager for Private clients required by Wealth Management Company based in Sheffield. Competitive salary of basic £70,000 to £80,000 – plus potential discretionary bonus offered.
Our client is a well-established, privately owned Wealth Management Company which provides bespoke Wealth Management Services including Discretionary Investment Portfolios and Pensions advice with in house Compliance Department. They are now looking to recruit a highly experienced and motivated Discretionary Investment Manager to build model and bespoke portfolios for current and prospective clients.
The successful candidate will need to be ambitious and highly motivated in alpha creation and hold:
A minimum Level 4 appropriate professional qualification with an FCA accredited body.
Current FCA registered as an Approved Person.
Statement of Professional Standing including RDR Activity 12
Role & Responsibilities:
-Undertake detailed research on funds and their sector
-Maintain a full audit trail on all research and fund selection
-Strategic and tactical asset allocation
-Produce material for reporting on investment performance and investment strategy
-Conduct asset manager due diligence and monitoring
-Provide monthly economic and investment commentary
-Provide model fact sheets
-Researching and identifying new investment themes
-Membership of the firm’s Investment Committee
-Attend client facing meetings with advisers
-Report to the Directors on investment performance
Background and experience
-5 to 10 years relevant investment experience in the field of private client investment services and fund research and selection
-A full understanding of risk and returns – incorporating this within the portfolio management process
-Understanding the global macro-economic environment and the ability to translate this into the building of portfolios
-Analytical skills and active interest in investment and capital markets
-Ability to work under pressure with excellent attention to detail at all times
-Strong numeracy skills and excellent attention to detail
If you wish to be considered for the role of Discretionary Investment Manager, please Apply Now with your CV and Covering Note, in confidence, stating current remuneration details and availability.
We regret we can only accept applications from persons authorized to work in the UK
