At a Glance
- Tasks: Lead the investment strategy and manage significant positions for high-net-worth clients.
- Company: Privately owned investment management firm in London with a focus on capital preservation.
- Benefits: Competitive salary, bonus structure, and co-investment opportunities.
- Other info: Join a small, senior team with a flat governance structure and excellent growth potential.
- Why this job: Be the key decision-maker in a dynamic investment environment with direct client engagement.
- Qualifications: Extensive investment experience and strong communication skills required.
London (hybrid) | £200,000–£280,000 base + bonus + co-investment | FCA-regulated
The Business
A privately owned, FCA-authorised investment management firm based in London managing circa £600m AUM across a concentrated multi-asset strategy with an emphasis on capital preservation and long‑term real returns. The firm operates with a small, senior team — a flat governance structure, a closely engaged board and a client base of high‑net‑worth individuals, family offices and a small number of institutional accounts. The investment approach is fundamental, research‑driven and conviction‑weighted: the firm does not run model portfolios or follow index‑relative mandates.
The incoming CIO will be the firm's most senior investment professional, reporting directly to the CEO and presenting quarterly to the board's investment committee. This is a hands‑on role: the CIO both sets the investment strategy and is personally responsible for the firm's significant positions.
The Role
The Chief Investment Officer is responsible for the end‑to‑end investment process — from strategic asset allocation and manager or security selection through to risk monitoring, client reporting and the ongoing development of the investment framework. The role chairs the investment committee, which meets monthly and includes two independent NED members with investment backgrounds. The CIO will work directly with the CEO on client relationship management for the firm's largest accounts, participating in annual investment reviews and responding to specific investment queries. The firm is at a stage where the CIO's personal credibility and communication quality will be a significant factor in client retention and growth — this is not a role for a CIO who manages from behind the investment committee.
Chief Investment Officer in London employer: Exec Capital Recruitment
As a Fractional Business Development Operator at this boutique advisory firm, you'll be part of a dynamic and innovative team that values expertise and collaboration. With a remote working model and flexible engagement, the company fosters a supportive work culture that prioritises employee growth and development, offering you the chance to build essential business infrastructure from the ground up. This role not only provides competitive day rates but also the unique opportunity to shape the firm's future in a high-value, relationship-driven market.
StudySmarter Expert Advice🤫
We think this is how you could land Chief Investment Officer in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Exec Capital Recruitment, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Exec Capital Recruitment.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Exec Capital Recruitment.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Exec Capital Recruitment, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Chief Investment Officer in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Exec Capital Recruitment want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Exec Capital Recruitment.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Exec Capital Recruitment will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Exec Capital Recruitment. Numbers speak louder than words!
How to prepare for a job interview at Exec Capital Recruitment
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Exec Capital Recruitment want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withExec Capital Recruitment.
