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- Tasks: Lead investment governance projects and conduct due diligence research.
- Company: Join a leading independent evaluator focused on investment governance for pension schemes and charities.
- Benefits: Enjoy flexible working, professional development, and a collaborative culture.
- Why this job: Shape the future of investment governance in a high-growth, reputable firm.
- Qualifications: Experience in investment consulting or asset management; IMC or CFA preferred.
- Other info: Diversity and inclusion are at the heart of our company culture.
The predicted salary is between 43200 - 72000 £ per year.
A leading independent third-party evaluator is experiencing significant growth. We are seeking two talented Investment Managers, one at a junior and one at a senior level, to join our expanding team. This is a unique opportunity to play a key role in shaping the future of investment governance. About the Company: We provide expert investment governance and selection services to trustee boards of Defined Benefit (DB), Defined Contribution (DC) pension schemes, and charities. Our work involves conducting due diligence, overseeing investment consultants and fiduciary managers, and supporting clients in building successful partnerships. About the Role: As an Investment Manager, you will work closely with our directors, acting as an alternate lead on client projects. You will be responsible for: Leading investment governance and selection projects Overseeing investment advisors and ensuring best value for clients Conducting due diligence research on investment consultants, fiduciary managers, and other providers Presenting technical reports to trustee boards and clients Contributing to the growth and development of the company About You: Junior Manager or Senior Manager experience in investment consulting, fiduciary management, asset management, or a related field Strong understanding of investment principles and performance analysis Excellent communication and presentation skills Ability to work independently and take initiative Investment Management Certificate (IMC) preferred; CFA or other relevant qualifications are a plus Experience with Python or similar programming languages is a plus, but not required Why This Company? Be part of a high-growth, reputable firm with a flat structure and collaborative culture Work alongside experienced practitioners and contribute to impactful projects Enjoy diverse responsibilities and opportunities for professional development within the company and the wider group Flexible working arrangements with a blend of office and remote work To Apply: If you are a driven and ambitious investment professional looking for a challenging and rewarding opportunity, we encourage you to apply. Please submit your CV and cover letter via [Link to Talus portal or application platform]. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr
Investment Manager employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network with professionals in the investment sector, especially those who have experience in investment governance and consulting. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in investment management. Being knowledgeable about current market conditions and governance practices will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, particularly any projects where you led investment governance initiatives or conducted due diligence. Use specific examples to demonstrate your skills and impact.
✨Tip Number 4
Showcase your communication and presentation skills by preparing a mock presentation on a relevant investment topic. This will not only help you practice but also demonstrate your ability to convey complex information clearly during the interview process.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Investment Manager. Highlight your relevant experience in investment consulting, fiduciary management, or asset management in your application.
Tailor Your CV: Customise your CV to reflect the skills and qualifications mentioned in the job description. Emphasise your understanding of investment principles, performance analysis, and any relevant certifications like the Investment Management Certificate (IMC) or CFA.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment governance and your ability to contribute to the company's growth. Mention specific experiences that demonstrate your communication and presentation skills.
Showcase Technical Skills: If you have experience with programming languages like Python, be sure to mention it in your application. Even if it's not required, it can set you apart from other candidates.
How to prepare for a job interview at IDEX Consulting
✨Understand the Company and Its Values
Before your interview, take some time to research the company’s mission, values, and recent projects. This will not only help you tailor your answers but also demonstrate your genuine interest in their work and commitment to their goals.
✨Prepare for Technical Questions
As an Investment Manager, you’ll likely face questions about investment principles and performance analysis. Brush up on your knowledge of these areas and be ready to discuss your previous experiences with specific examples that highlight your expertise.
✨Showcase Your Communication Skills
Since the role involves presenting technical reports to trustee boards and clients, practice articulating complex information clearly and concisely. Consider doing mock presentations to friends or family to build confidence and receive feedback.
✨Demonstrate Initiative and Independence
The company values candidates who can work independently and take initiative. Be prepared to share examples from your past where you successfully led projects or made decisions without direct supervision, showcasing your proactive approach.
