Do you have strong experience in Fund Research, Portfolio Construction and Asset Allocation? Are you currently a senior investment analyst or investment / portfolio manager in the UHNWI/HNWI 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:
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