At a Glance
- Tasks: Manage and tailor investment portfolios to meet client objectives while enhancing relationships.
- Company: Dynamic investment firm in London focused on growth and client satisfaction.
- Benefits: Supportive team environment, career development opportunities, and a commitment to diversity.
- Other info: Join a culture of inclusion and continuous improvement with excellent networking opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals with innovative solutions.
- Qualifications: CISI level 6 or equivalent, strong communication skills, and a client-focused mindset.
The predicted salary is between 54000 - 66000 £ per year.
My client is currently looking for an experienced Investment Manager to join their team in London to help grow and service an existing book of clients. As an Investment Manager, you will be responsible for creating, advising and managing individually tailored portfolios that are designed to achieve your client's investment objectives within the agreed timescales. You will utilise your skills and knowledge to provide creative and intelligent solutions to client issues and ensure that they meet their goal of enhancing our clients' wealth.
You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network. All of their Investment Managers are supported and empowered to develop new client business as the firm works towards its ambitious growth goals. This isn't a static or siloed role - this is a role that will develop with you, with support to further grow your skills and understanding as part of a wider team that are open and honest, sharing knowledge and developing each other and always looking to improve the way they work.
In this role, you'll:
- Manage a range of advisory and discretionary portfolios - tailoring them to achieve the client's investment objectives
- Maintain and enhance client relationships to the highest possible standard
- Develop client portfolios to meet the client's objectives, determining their suitability, investment performance and tax considerations
- Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients
- Attend and actively contribute to investment and research committee meetings
- Actively contribute towards the firm's long-term strategic goals and objectives
What they're looking for:
- Ideally CISI level 6 or equivalent
- A clear commitment to providing a friendly, client-focused approach
- Someone with an established network of professional contacts
- An ability to see things differently and identify opportunities
- Excellent written and verbal communication skills
- Curious and analytical mindset
- Willingness to use your own initiative and adapt to change
- Experience of handling an existing client book
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 in London employer: IDEX
CVI Infrared Optics is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions directly enhance product quality and operational efficiency. With a strong focus on employee growth, we offer opportunities for continuous improvement and professional development in a dynamic manufacturing environment. Located in a region known for its advanced technology sector, you will be part of a team that values expertise and creativity, ensuring that every day brings meaningful challenges and rewarding experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
