At a Glance
- Tasks: Co-manage multi-asset Portfolio Funds and contribute to investment strategy.
- Company: Award-winning, employee-owned investment management firm in Manchester.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Great opportunity for career growth in a respected investment team.
- Why this job: Shape impactful investment strategies and engage with industry leaders.
- Qualifications: Experience in portfolio management and strong understanding of asset classes.
The predicted salary is between 50000 - 70000 £ per year.
My client is an award-winning, employee-owned investment management and financial planning firm based in Manchester. They are looking for an experienced Portfolio Fund Manager to play a key role in shaping and delivering their values-led investment proposition.
This is an opportunity to play a key role within a highly regarded investment team, contributing directly to the management of the firm's multi-asset Portfolio Funds and model portfolios. Working closely with the Head of Investment Management and wider team, you will co-manage Portfolio Funds and model portfolios, contribute to investment strategy, undertake proprietary research, engage with 3rd party and in-house fund managers and company management teams.
This role offers significant exposure across investment management, research, stewardship, client engagement and business development activity.
- Play a substantial role in the co-management of our multi-asset collective Portfolio Funds and range of model portfolios.
- Assist with the management and implementation of our aligned individual clients’ portfolios.
- Undertake and lead proprietary research into collective funds, individual securities and other asset classes.
- Contribute to asset allocation and portfolio construction decisions.
- Help shape and develop the firm's values-led investment proposition.
- Generate investment ideas and contribute to stewardship and investment engagement activities.
Ideally CFA level 2 qualified or PCIAM qualified (or working towards). You’ll have experience in portfolio management and have a strong understanding of multi-asset portfolio construction and management. You’ll be comfortable analysing investment opportunities across different asset classes. You’ll communicate complex investment concepts clearly to a wide range of audiences.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management - Fund Controller in Manchester
✨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 IDEX Consulting Ltd, 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 IDEX Consulting Ltd.
✨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 IDEX Consulting Ltd.
✨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 IDEX Consulting Ltd, 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 Investment Management - Fund Controller in Manchester
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 IDEX Consulting Ltd 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 IDEX Consulting Ltd.
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 IDEX Consulting Ltd 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 IDEX Consulting Ltd. Numbers speak louder than words!
How to prepare for a job interview at IDEX Consulting Ltd
✨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 IDEX Consulting Ltd 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 withIDEX Consulting Ltd.
