Investment Manager

E Fundresearch; City of Westminster; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading investment management firm in Westminster seeks a dedicated individual to assist in client administration and support an investment manager. The role offers a clear progression towards becoming an investment adviser. Candidates should be numerically minded, possess advanced Excel skills, and demonstrate a strong client focus. Interaction with clients and preparation of reviews are core responsibilities, alongside potential involvement in investment decisions.

Qualifications

• Proven ability in preparing client reviews and pitches.
• Experience in client meetings with minute-taking.
• Capacity to automate client communication effectively.

Responsibilities

• Prepare and attend client reviews.
• Assist in investment decisions and portfolio rebalancing.
• Communicate with clients and enhance operational efficiency.

Skills

Client administration

Advanced Excel skills

Communication skills

Numerical acumen

Attention to detail

Education

RDR qualifying level four qualification such as CISI IAD or CFA Institute IMC

Job description

Overview

We are looking to recruit a dedicated and passionate individual to join our team. The successful applicant will report directly to an investment manager with a growing book of business. They will be responsible for covering all aspects of client administration with a keen attention to detail, preparing and attending client reviews and pitches and assisting in investment decisions once qualified. The role offers a clear progression path, with the prospect of advancing to an investment adviser following internal assessments, and eventually to an investment manager. The ideal candidate will have a strong interest in the investment management industry, be numerically minded with advanced Excel skills, and assist in the automation of recurring tasks. A strong client focus and excellent correspondence skills are essential. The applicant will be working directly with one Investment Manager. The team has 11 members: 5 investment managers, 2 investment advisers, 3 support staff.

Responsibilities

• Experience in preparing client reviews and pitches, attending client meetings, and taking minutes during these meetings.
• Strong numerical acumen and advanced Excel skills.
• Proficiency in automating recurring tasks, such as client communication, to enhance operational efficiency.
• Excellent communication and interpersonal skills to build and maintain strong client relationships.
• Knowledge of monitoring investment models and distributing valuations, tax packs, and periodic commentary.
• Ability to assist in investment decisions and rebalancing portfolios once qualified and signed off.

Behaviours & Competencies

• Keen attention to detail and accuracy in all tasks.
• Strong client focus and dedication to delivering exceptional service.
• Independent worker and thinker with a proactive and entrepreneurial mindset.
• Collaborative team player who supports colleagues' professional growth and development.
• Commitment to adhering to regulatory standards and ensuring compliance.
• Willingness to learn and adapt to new challenges and opportunities.

Mandatory Professional Qualifications

• RDR qualifying level four qualification such as CISI IAD or CFA Institute IMC.

About The Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.