Chief Investment Officer

• Increasing all assets under management
• Frequent presentation to professional audiences and clients to increase awareness and new client numbers for the Company
• Attendance at professional networking events to increase the visibility of the Head of Investment Management and the Company's investment opportunities
• Ensure that all investment clients are appropriately relationship-managed with adequate reviews, meetings and suitability checks on file on an annual basis
• Help manage and uphold current client relationships
• Ensure clients are being charged published fees where possible
• Review profitability of service lines and clients with time vs cost analysis when possible
• Provide strategy and direction in relation to profitable and unprofitable services with a view to exiting unprofitable services
• Establish effective and well-organized investment processes and set investment philosophy, process & policy
• Monitoring all investments vs benchmarks and risk adjusted metrics.
• Performing investment research based on economic indicators and market trends.
• Hold frequent internal investment meetings to monitor asset allocation, investments, portfolios, performance, strategy and future direction.
• Demonstrate effective leadership skills, providing direct reports with the support necessary to fulfil their roles
• Provide the team with effective annual objectives, regular updates on their performance and prompt and effective feedback, where necessary.
• Ensuring appropriate level of skills and experience in team, including provision of training where applicable
• Leading the team on co-operation with the compliance function.
• Ensuring that all guidance outlined by compliance in relation to the investment regulatory code is followed by the team on a consistent basis.  

• Qualification - CISI level 6 / CFA or equivalent.
• 10 years' experience in a senior investment position with extensive knowledge of finance and markets
• Proven experience of all aspects of discretionary investment management, performance and risk evaluation and managerial skills.
• Excellent verbal and written communication skills.
• Excellent interpersonal and client service skills.
• Excellent planning and organisational skills.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to prioritise tasks and delegate them effectively when appropriate.
• High levels of accuracy and attention to detail.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Proficient using Microsoft Office & Market Data monitoring systems

Your specialist: Sally Fenton

Quote job ref: 15822

Hi, I'm Sally and this is one of the job roles I am looking after for this super business. If this job is of interest for you, please submit your CV and we will come back to you to arrange the next staging.

Submit Your CV