Investment Manager

IDEX Consulting; City of Edinburgh; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

Join a leading independent evaluator as an Investment Manager, where you'll play a vital role in shaping investment governance. This dynamic position offers the chance to lead projects, oversee investment advisors, and conduct thorough due diligence. You'll collaborate with experienced professionals in a high-growth firm that values a flat structure and teamwork. With flexible working arrangements, this role provides an exciting opportunity for personal and professional development while contributing to impactful projects within the investment sector.

Benefits

Flexible working arrangements

Professional development opportunities

Collaborative culture

Diverse responsibilities

Qualifications

• Experience in investment consulting, fiduciary management, or asset management.
• Strong understanding of investment principles and ability to present reports.

Responsibilities

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

Skills

Investment Management

Performance Analysis

Communication Skills

Presentation Skills

Python Programming

Education

Investment Management Certificate (IMC)

Chartered Financial Analyst (CFA)

Job description

A leading independent third-party evaluator is experiencing significant growth. We are seeking two talented Investment Managers, one at a junior 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:

1. Leading investment governance and selection projects
2. Overseeing investment advisors and ensuring best value for clients
3. Conducting due diligence research on investment consultants, fiduciary managers, and other providers
4. Presenting technical reports to trustee boards and clients
5. 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, we encourage you to apply. Please submit your CV and cover letter via [Link to Talus portal or application platform].

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.