Fund Manager (Bonds)

TN United Kingdom; Birmingham; On-site; GBP 45,000 - 85,000; Full time

Job summary

An established industry player is seeking a skilled fund manager to oversee low-risk investment funds while maximizing returns and adhering to risk controls. This role involves trading across various asset classes and contributing to sustainable investing initiatives. With responsibilities that include performance assessment and macroeconomic research, this position offers a unique opportunity to impact investment strategies. The company values diversity and inclusion, providing an environment where your expertise can flourish. Join a team committed to excellence in financial services and enjoy a range of benefits that support your professional growth.

Benefits

Annual performance bonus

Company pension scheme

28 days annual leave

Discounts on major brands

Enhanced maternity and paternity pay

Two volunteering days per year

Qualifications

• FCA competent for discretionary investment management.
• Practical experience in fund management or investment markets, particularly bonds.

Responsibilities

• Manage specific investment funds, including risk control and liquidity monitoring.
• Engage in macroeconomic research and strategy development.
• Create reports and communication related to investments.

Skills

Fund Management

Credit Markets

Analytical Skills

Communication Skills

Macroeconomic Research

Education

CFA or equivalent

Job description

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We are proud supporters of the ABI Making Flexible Work campaign, which means we are open to discussing flexible working, job shares, and part-time options.

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists, and teachers.

To find out more about what we do, visit our website: https://www.wesleyan.co.uk/about

Your role:

This role reports to the Head of Investments and involves fund management responsibilities for specific Society investment funds, including trading. It also shares responsibility for Wesleyan’s global equity and fixed income research. The purpose of this role is to maximize investment returns, within appropriate risk controls and fund constraints, while contributing to investment ideas and strategy through research and analysis.

In this role, you will manage our ‘low risk’ fund range, so a strong background in credit markets is preferred, although some equity holdings are permitted in our low risk funds.

What you’ll be doing:

1. Managing specific investment funds, including risk control and liquidity monitoring, with performance assessed against peer groups and benchmarks.
2. Using benchmarks to evaluate investment performance and ESG factors.
3. Deputy Fund Management responsibilities as appropriate.
4. Trading duties across equity, fixed income, and treasury for all Society investment funds.
5. Reporting to the Executive, Investment Committee, With Profits Committee, ALCO, Board, and Trustees as needed.
6. Creating reports and communication related to investments, including marketing materials.
7. Contributing to Wesleyan’s sustainable investing initiatives.
8. Participating in Wesleyan’s trading activities and investment systems.
9. Engaging in macroeconomic research and strategy development.

Additional requirements:

• Must be FCA competent for discretionary investment management.
• Holding a professional qualification such as CFA or equivalent.
• Practical experience in fund management or investment markets, particularly bonds.
• Excellent verbal and written communication skills.
• Self-motivated with keen attention to detail.
• Strong analytical skills.

Benefits include:

• Annual performance bonus based on company and personal performance.
• Company pension scheme with 2% match (up to 10%).
• 28 days annual leave plus 1 culture day and bank holidays, increasing to 30 days after 5 years.
• Discounts on major brands in retail, leisure, health, and wellbeing.
• Enhanced maternity and paternity pay.
• Two volunteering days per year.

To learn more about our benefits, visit: https://careers.wesleyan.co.uk/applicantPortal/rewards

What to know before applying:

We’re an Equal Opportunities employer: We value diversity and inclusion, encouraging everyone to be themselves. We recruit based on merit, regardless of lifestyle, background, or choices.

Reasonable Adjustments: We support applicants requiring adjustments during recruitment. Please specify your needs in your application.

VISA sponsorship: We can only employ individuals with the legal right to work in the UK. Evidence of this will be required.

Recruitment Agencies: Unsolicited submissions are considered direct applications; no fees are payable.

Apply ASAP: We may close the advert early if we receive many applications. Early application is encouraged.

Regulatory Requirements: As a financial services provider, we adhere to high standards, including background checks, credit checks, and ongoing compliance with SMCR or similar regulations.