Assistant Investment Manager

Rathbones; Newcastle; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading investment firm in Newcastle seeks an Assistant Investment Manager to support the Investment Management team. You will manage client portfolios, provide excellent client service, and contribute to investment proposals. The ideal candidate should have strong communication skills and a keen interest in ethical investments. This full-time role aims to build a diverse and inclusive workplace.

Qualifications

• Proven investment experience in financial services.
• Strong numerical competency.
• Ability to thrive in a team environment.

Responsibilities

• Assist in managing client portfolios.
• Engage with clients for understanding their investment needs.
• Support annual portfolio reviews and data coordination.

Skills

Effective communication

Detail-oriented and organized

Strong collaboration

Interest in investment industry

Up-to-date with industry developments

Understanding of portfolio theory

Knowledge of asset classes

Strong IT literacy

Experience in Financial Services

CISI Level 4 Investment Advice Diploma

Education

CISI Level 4 Investment Advice Diploma or equivalent

Tools

Bloomberg

Job description

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UKs most responsible wealth manager.

We see it as our responsibility to invest for everyones tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients make a wider contribution to society and create a lasting legacy. Thinking acting and investing responsibly.

Job Title : Assistant Investment Manager

Department : RIM

Location : Newcastle

Contract Type : Permanent

Reporting to : James Kyle

The Role

Helps develop the investment business by assisting the Investment Management team in the care of client portfolios providing excellent client service and maintaining a consistently high level of professional standards.

Outcomes of the Role

• Assists in the management of client portfolios (full client lifecycle processes) under supervision (e.g. places deals on behalf of clients within permissible thresholds; explains investment decisions to clients and actions investment instructions; prepares STAR reports; prepares suitability reviews).
• Assist the IM team in ensuring Suitability. Suitability requires : annual real-time engagement with the client; clear understanding of their investment aims personal / financial circumstances investment risk appetite and their knowledge and experience of investment products and services; awareness of any vulnerability.
• Supports development of relationships by proactively engaging with clients and intermediaries and pre-empts issues then takes initiative to resolve applying a Rathbones tone of voice and client experience to build our brand.
• Contributes to the development of investment and technical knowledge in the Investment Management team by completing research developing relationships with third parties (e.g. brokers intermediaries other organisations) and sharing knowledge and business updates with the team.
• Improves Investment team technology capability by upskilling others on our systems and considering being a Super User.
• Assists Investment Management team to develop high quality client proposals (e.g. completes company research compiles literature coordinates and participates in research meetings)
• Supports the management and coordination of the Annual Portfolio Review and Investment Admin data for the Investment team.
• Mitigates risk by complying with internal policies procedures and regulatory framework including Maintaining Competence as defined in the T&C scheme and adhering to the Conduct Rules.

Knowledge Skills and Experience

Effective communicator with clients and intermediaries via different platforms.

Detail orientated and organised with strong numerical competency.

Strong collaborator able to thrive in a team and work well autonomously.

Knowledge and a keen interest in the investment industry and investment products in particular ethical sustainable and impact investments.

Keeps up to date with industry developments (e.g. products legislation and regulation).

An understanding of portfolio theory and client requirements to make recommendations.

Working knowledge of asset classes and the investment process.

Strong IT literacy and ability to adapt to new systems

Experience working in Financial Services the Investment or Wealth Management industry.

CISI Level 4 Investment Advice Diploma (IAD) Securities or equivalent.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values those that are passionate about client service operate with the highest levels of integrity and have a strong results focus.

Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

Required Experience :

Manager

Key Skills

Financial Services,Financial Concepts,Intellectual Property Law,Investment Experience,Asset Management,Securities Law,Investment Management,Private equity,Financial Modeling,Bloomberg,Project Management Lifecycle,Financial Planning

Employment Type : Full Time

Experience : years

Vacancy : 1