Investment Manager

IDEX Consulting; City of Edinburgh; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

A leading independent evaluator in Scotland is seeking talented Investment Managers to join their expanding team, responsible for leading investment governance and selection projects and presenting technical reports. Strong communication skills and an understanding of investment principles are essential. The role includes diverse responsibilities and opportunities for professional development, with flexible working arrangements.

Benefits

Flexible working arrangements

Professional development opportunities

Collaborative culture

Qualifications

• Experience in investment consulting or fiduciary management.
• Strong understanding of investment principles and performance analysis.
• Ability to work independently and take initiative.

Responsibilities

• Lead investment governance and selection projects.
• Present technical reports to trustee boards and clients.
• Conduct due diligence on investment consultants and fiduciary managers.

Skills

Investment governance and selection

Communication skills

Presentation skills

Independent working

Understanding of investment principles

Education

Investment Management Certificate (IMC)

CFA or other relevant qualifications

Tools

Python

Job description

Overview

A leading independent third-party evaluator is experiencing significant growth. We are seeking two talented Investment Managers, one at a junior level and one at a senior level, to join our expanding team. This is a unique opportunity to play a key role in shaping the future of investment governance.

About the Company

We provide expert investment governance and selection services to trustee boards of Defined Benefit (DB), Defined Contribution (DC) pension schemes, and charities. Our work involves conducting due diligence, overseeing investment consultants and fiduciary managers, and supporting clients in building successful partnerships.

About the Role

As an Investment Manager, you will work closely with our directors, acting as an alternate lead on client projects. You will be responsible for:

• Leading investment governance and selection projects
• Overseeing investment advisors and ensuring best value for clients
• Conducting due diligence research on investment consultants, fiduciary managers, and other providers
• Presenting technical reports to trustee boards and clients
• Contributing to the growth and development of the company

About You

• Junior Manager or Senior Manager experience in investment consulting, fiduciary management, asset management, or a related field
• Strong understanding of investment principles and performance analysis
• Excellent communication and presentation skills
• Ability to work independently and take initiative
• Investment Management Certificate (IMC) preferred; CFA or other relevant qualifications are a plus
• Experience with Python or similar programming languages is a plus, but not required

Why This Company?

• Be part of a high-growth, reputable firm with a flat structure and collaborative culture
• Work alongside experienced practitioners and contribute to impactful projects
• Enjoy diverse responsibilities and opportunities for professional development within the company and the wider group
• Flexible working arrangements with a blend of office and remote work

To Apply

If you are a driven and ambitious investment professional looking for a challenging and rewarding opportunity,