Investment Manager (UHNWI)

Core-Asset Consulting Ltd; City Of London; On-site; GBP 100,000 - 125,000; Full time

Job summary

An independent private wealth firm in London is seeking an Investment Manager to assist in managing portfolios. Candidates should have strong experience in fund research, portfolio construction, and asset allocation, preferably with direct client contact. The ideal applicant is also progressing in UK investment qualifications and possesses essential client-facing skills. The role offers a competitive compensation structure and wider benefits package.

Benefits

Highly competitive compensation structure

Wider benefits package

Qualifications

• Strong investment experience across multiple asset classes.
• Demonstrable experience of performing multi-asset fund research.
• Experience of managing portfolios directly for clients.

Responsibilities

• Assist the Head of investments in managing portfolios.
• Ensure portfolios are managed in accordance with risk mandate and objectives.
• Provide technical investment insights related to fund research and asset allocation.

Skills

Fund Research

Portfolio Construction

Asset Allocation

Client facing skills

Technical investment experience

Education

Post-degree UK investment qualifications (CII, CISI or CFA)

Job description

Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the ultra-high-net-worth / private client space?

We have a great permanent opportunity available for an Investment Manager to join an independent private wealth firm in London.

In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.

For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact. Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research, asset allocation, risk taking etc.

It is essential that candidates demonstrate experience of managing portfolios directly for clients, not through IFAs.

Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.

Benefits

• A highly competitive compensation structure
• Wider Benefits package

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: 16001

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