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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 arrangements and opportunities for professional development.
- Why this job: Be part of a high-growth firm with a collaborative culture and impactful projects.
- 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 36000 - 60000 £ 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.
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.
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. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the company and its culture.
✨Tip Number 2
Familiarise yourself with the latest trends in investment governance and selection. Being knowledgeable about current market conditions and regulatory changes will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your experience with due diligence and performance analysis in detail. Be ready to share specific examples of how you've successfully managed projects or improved client outcomes in previous roles.
✨Tip Number 4
Showcase your communication skills by practising your presentation techniques. Since you'll be presenting technical reports to trustee boards, being articulate and confident will be key to making a positive impression.
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 consulting, fiduciary management, or asset management. Use keywords from the job description to demonstrate that you meet the qualifications they are looking for.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills and experiences align with the responsibilities of the Investment Manager position, particularly in leading projects and conducting due diligence.
Showcase Communication Skills: Since excellent communication and presentation skills are crucial for this role, consider including examples in your application that demonstrate your ability to present technical information clearly and effectively to clients or boards.
Highlight Relevant Qualifications: If you have any relevant qualifications such as the Investment Management Certificate (IMC) or CFA, be sure to mention these prominently in your application. If you have experience with programming languages like Python, include that as well, even if it's not required.
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 understand their culture but also allow you to tailor your responses to align with their goals.
✨Showcase Your Technical Knowledge
As an Investment Manager, you'll need a solid grasp of investment principles and performance analysis. Be prepared to discuss your experience in these areas and how you've applied them in previous roles, especially if you have relevant qualifications like the IMC or CFA.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to lead projects. Think of specific examples from your past experiences where you successfully managed client relationships or conducted due diligence, and be ready to share these stories.
✨Demonstrate Strong 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 colleagues to build your confidence.
