Investment Manager, Private Client (Model Portfolios)

Mason Blake; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A reputed wealth management firm in Greater London is seeking an experienced Investment Manager to oversee model-driven, multi-asset portfolios. The role involves linking risk profiles to investment solutions, conducting strategic asset allocation, and selecting stocks. The ideal candidate will have 6-10 years of experience in the UK private client arena and strong skills in investment analysis and stock picking. Attention to detail and the ability to work under pressure are essential for success in this position.

Qualifications

• 6-10 years of relevant investment experience in the UK private client arena.
• Strong stock picking experience in various markets.
• Understanding of macro-economic factors influencing investment.

Responsibilities

• Manage model-driven portfolios across multiple asset classes.
• Link risk profiles to suitable investment solutions.
• Conduct strategic and tactical asset allocation.
• Perform fund research and stock selection.
• Oversee risk governance.

Skills

Investment analysis

Stock picking

Multi-asset class knowledge

Attention to detail

Ability to work under pressure

Job description

Our client is a highly regarded Wealth Manager with over £15 billion assets under management.

This is a newly created position working as an Investment Manager in the discretionary investment management business which applies the House Strategy to a range of risk graded portfolio models and offers this to financial advisers.

Key Responsibilities

• Day to day management of model-driven portfolios on a multi-asset class basis
• Linking risk profile to investment solution
• Strategic and tactical asset allocation
• Fund research and stock selection
• Risk and oversight governance

Ideal Profile

• 6-10 years relevant investment experience working in the UK private client arena
• Good direct stock picking experience and multi-asset class knowledge across different markets
• Understanding of the macro-economic environment and ability to translate this view into portfolio of investments
• Ability to work under pressure
• Excellent attention to detail

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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