Investment Portfolio Strategist — Assistant Investment Manager

Jenson Fisher Consulting Ltd; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A boutique wealth management firm in London seeks an Assistant Investment Manager to enhance investment performance for over £1 billion in assets. The ideal candidate should have experience in portfolio management, significant investment qualifications, and strong communication skills. This role offers an opportunity to work closely with senior investment professionals and contribute to the firm's growth strategy.

Qualifications

• Significant progress in post-degree investment qualifications (CII, CISI or CFA routes).
• 3+ years investment experience across multiple asset classes.
• Experience of private client portfolio construction.

Responsibilities

• Construct and manage investment portfolios as per firm’s procedures.
• Perform comprehensive fund research and manager selection.
• Maintain close relationships with Financial Planning teams.

Skills

Portfolio management

Fund research

Stakeholder management

Communication skills

Compliance knowledge

Education

Degree educated

CII or CISI Level 4 qualification

Tools

FE Analytics

Morningstar Direct

Job description

A boutique wealth management firm in London seeks an Assistant Investment Manager to enhance investment performance for over £1 billion in assets. The ideal candidate should have experience in portfolio management, significant investment qualifications, and strong communication skills. This role offers an opportunity to work closely with senior investment professionals and contribute to the firm's growth strategy.