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- Tasks: Manage portfolios on a discretionary basis and collaborate with the investment committee.
- Company: Join a growing Independent Financial Advisory firm with £290m in assets under management.
- Benefits: Flexible working options, competitive salary package, and opportunities for professional growth.
- Why this job: Gain autonomy in investment management while contributing to impactful financial planning.
- Qualifications: 2-3 years as a qualified Investment Manager from a reputable firm required.
- Other info: Remote candidates are welcome; apply by March 30!
The predicted salary is between 43200 - 72000 £ per year.
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing.
To improve the business, my client is now seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offering, the former being lower value and less complex cases, and HNW clients being invested within 1 of 7 Discretionary Managed Model Portfolios.
The current investment committee is chaired by the Managing Director of the business, 2 CISI qualified Advisers, and an external Chartered Financial Analyst working as a consultant to the business.
We are urgently seeking an experienced Investment Manager to join the committee and team, who will work solely on managing the company's portfolios on a discretionary basis. The potential candidate will have access to suitably qualified analysis from both within the company and externally.
The ideal candidate for the role would be someone who has been a qualified Investment Manager for 2-3 years, coming from a known Investment Management firm. This role would suit someone with a desire to gain more responsibility, control, or autonomy, with the Investment Manager and 1 other team member solely focused on the portfolios.
This person can be based in Leeds, Huddersfield, and we will also consider remotely based candidates for this role, so being London based is not an issue. Package is totally up for discussion with regards to this role and will largely depend on the candidate selected.
Investment Manager employer: Lime Search & Select Ltd
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network with professionals in the investment management field. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Research the latest trends in discretionary fund management and be prepared to discuss them during your interview. Showing that you are up-to-date with market developments will demonstrate your commitment and expertise.
✨Tip Number 3
Prepare thoughtful questions about the company's investment strategies and client segmentation. This will not only show your interest in the role but also help you assess if the company aligns with your career goals.
✨Tip Number 4
Highlight your experience with portfolio management and any relevant qualifications during discussions. Be ready to provide examples of how you've successfully managed investments in the past, as this will strengthen your candidacy.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, particularly any roles where you've managed portfolios. Emphasise your qualifications and any specific achievements that demonstrate your capability in handling discretionary fund management.
Craft a Compelling Application Statement: In your application statement, clearly articulate why you are interested in this role and how your background aligns with the company's needs. Mention your desire for more responsibility and autonomy, as well as your experience with high-net-worth clients.
Highlight Relevant Qualifications: If you have any certifications or qualifications related to investment management, such as CISI or CFA, make sure to mention these prominently in your application. This will help establish your credibility and expertise in the field.
Proofread Your Application: Before submitting, take the time to proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial sector.
How to prepare for a job interview at Lime Search & Select Ltd
✨Know Your Numbers
As an Investment Manager, you'll need to demonstrate a strong understanding of financial metrics and portfolio performance. Brush up on key statistics related to investments, such as ROI, alpha, beta, and Sharpe ratios, so you can discuss them confidently during the interview.
✨Showcase Your Experience
Be prepared to discuss your previous roles in investment management. Highlight specific examples where you've successfully managed portfolios or made strategic investment decisions. This will help illustrate your capability and fit for the role.
✨Understand the Company’s Approach
Research the firm’s investment philosophy and their approach to discretionary fund management. Familiarise yourself with their model portfolios and be ready to discuss how your experience aligns with their strategies and client base.
✨Prepare Thoughtful Questions
Interviews are a two-way street. Prepare insightful questions about the company’s future plans, the investment committee's dynamics, and how they measure success. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
