Investment Director

Core-Asset Consulting Ltd; North East; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

A leading financial services firm in North East England is seeking an experienced Investment Director to shape investment outlook and strategies. Ideal candidates will have over 10 years in equity investment management and strong leadership skills. This role offers hybrid working and presents a unique opportunity to influence substantial assets under management.

Benefits

Hybrid working

Qualifications

• At least 10 years' experience in equity investing within institutional investment management.
• Proven track record managing significant equity mandates with strong performance outcomes.
• Strong judgment and disciplined decision-making under pressure.

Responsibilities

• Co-develop and articulate the firm's overall investment strategy.
• Oversee portfolio construction aligning with strategic objectives.
• Lead a robust research agenda across macroeconomic trends.

Skills

Equity investment management

Leadership

Communication

Macroeconomic analysis

Financial modelling

Market research

Education

CFA Charterholder or equivalent postgraduate qualifications

Job description

Job Description:

Our client, a UK-leading financial services firm, based in the North East of England, is looking to appoint an Investment Director within its Multi-Asset team.This is a senior and influential position, offering the opportunity to play a central role in shaping the organisation's investment outlook, asset allocation strategies, and portfolio management.

The successful candidate will bring a strong background in equity investment management alongside exceptional leadership and communication skills.This role is well-suited to an experienced investment professional with an interest in multi-asset investing, seeking to operate at a senior strategic level, driving decisions across substantial assets under management and influencing the direction of a market-leading investment business.

This role is eligible for hybrid working with 3 days spent in the office.Travel and accommodation will be covered by the firm.

Skills/Experience:

• At least 10 years' experience in equity investing within institutional investment management.
• CFA Charterholder, or equivalent postgraduate qualifications (e.g.Master's in Finance/Economics, MBA), strongly preferred.
• Proven track record managing significant equity mandates with strong performance outcomes.
• Extensive expertise in macroeconomic analysis, financial modelling, and market research.
• Demonstrated experience as a member on senior investment committees, influencing substantial AUM.
• Strong leadership background, with experience in developing and managing high-performing investment teams.
• Sound judgment and disciplined decision-making under pressure, with a strong grasp of investment governance principles.

Core Responsibilities:

• Co-develop and articulate the firm's overall investment strategy and market outlook across global markets and asset classes.
• Advance both dynamic and strategic asset allocation frameworks for multi-asset portfolios, combining quantitative and qualitative perspectives.
• Oversee portfolio construction and contribute to decision-making, ensuring alignment with strategic objectives, governance standards, and risk parameters.
• Lead a robust research agenda across macroeconomic trends, market dynamics, and cross-asset opportunities.
• Present complex investment views and strategies to internal teams and clients, delivering clear and insightful communication through a range of means.
• Act as a voting member on key investment governance committees
• Mentor and develop a team of investment professionals, fostering high performance, rigorous analysis, and collaboration.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16229

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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