Senior Investment Manager

• To develop relationships with both new and existing clients and to actively promote a positive image of the Company.
• To ensure that customer service levels are always met, in a manner that is consistent with relevant policies and regulations.
• To liaise with clients, intermediaries, introducers and other external bodies.
• To ensure that all client requests are dealt with in a timely manner and that clients are kept abreast of developments.
• To select suitable securities for inclusion in client portfolios, subject to the appropriate guidelines contained in client agreements.
• To be responsible for a portfolio of investment accounts and provide investment services as required or requested by the client.
• To regularly update and advise the Chief Investment Officer of developments with investment accounts under the direct or indirect control of the role holder.
• Manage portfolios in line with IPS, all required mandates, procedures and regulations.
• Actively participate in and contribute to all team and committee meetings. Share valuable information with the team, including educational, trending, economic and/or company specific.
• Undertake all administrative and ad-hoc tasks where required.
• Provide advice and guidance for investment opportunities.
• Ensure prudent risk management control and adherence to all laws, regulations, and ethical conduct agreements.
• To adhere to company policies and procedures.
• To bring any areas of non-compliance or non-conformity to the attention of the Chief Investment Officer and seek their guidance.
• To be available to staff to assist and guide them as necessary.

• Preferably a suitable OFQUAL Level 6 qualification with the Chartered Institute for Securities & Investment.
• With the above, qualified under the Retail Distribution Review (RDR).
• 7-10 years of experience working in the investment management industry.
• The ability to quickly develop working knowledge of all operating systems used by the Company.
• A detailed understanding of investment markets and management of investment accounts.
• A sound appreciation of fund and investment management systems.
• A good working knowledge of relevant legislation.
• Technologically literate with an ability to adapt to new operating systems with ease.
• The accurate reading and interpretation of relevant research.
• An appreciation of administrative, fund and investment management systems (e.g. Bloomberg, Alpha Terminal, Morningstar, MS Office).
• The ability to work as part of a team is essential, maintaining strong interpersonal skills.
• Reliability and punctuality are vital.
• Maintaining a smart appearance.
• The ability to accurately execute buy and sell orders on behalf of clients, ensuring adherence to best execution practices.
• To manage the transaction process therefrom, liaising with back-office teams where necessary.
• A working knowledge of banking procedures and practices, where applied to investment management.
• A good understanding of the practical applications of investment services.
• A good knowledge of the products and services offered by the Company.
• Knowledge and appreciation of compliance issues as they relate to the provision of investment services.

Your specialist: Anne Murray

Quote job ref: 15423

Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.

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