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For Companies At a Glance
- Tasks: Monitor and review investment portfolios while advising on investment managers.
- Company: Leading provider of bespoke private wealth and corporate administration services.
- Benefits: Supportive culture, personal growth opportunities, and diverse client engagement.
- Why this job: Join a collaborative team where your voice is valued and make a real impact.
- Qualifications: Level 4 investment qualification and 7 years' experience in investment management.
- Other info: Dynamic environment with a focus on teamwork and respect.
The predicted salary is between 36000 - 60000 £ per year.
Our client is an independent, leading provider of bespoke private wealth, corporate administration, and yacht services to companies, individuals, and families across the globe. They recruit and retain the brightest talent and create a culture that allows individuals to thrive. With an emphasis on independence, the organisation maintains an open culture where every voice is valued. They are dedicated to fostering an environment that promotes support and open sharing among all team members. Teamwork and collaboration are fundamental to their approach, nurturing an atmosphere of respect where everyone feels valued. The private wealth and corporate services teams work with clients and their advisers, delivering efficient and personalised services. This role is a full-time position focused on monitoring and reviewing investment portfolios, while advising on investment managers.
Job Duties
- Identifying and managing risk associated with client investments
- Preparing ongoing investment reviews and client reporting
- Liaising with the Group's appointed performance reporting provider
- Attending manager and client meetings where appropriate
- Supporting client teams with various investment-related equities
- Participating in Investment Committees and assisting with Board and Committee reporting
- Managing the process of assessing and approving investment managers, which includes meeting with managers and analysing performance data
- Advising on investment manager selection and suitability, as well as arranging and assessing investment proposals
Job Requirements
- Level 4 investment qualification
- Minimum of 7 years' experience in an investment management-related role or private banking role
- Good analytical and written communication skills
- Advanced Excel skills
- Strong interpersonal and organisational skills
What You'll Love
Our client is committed to their core values of inspiration, listening, trust, and collaborative success. Joining their team means being part of an environment that actively listens and values contributions, leading to personal and professional growth. The opportunity to engage with a diverse range of international clients across various asset classes makes this role both challenging and rewarding. You will thrive in a culture of openness and respect, ensuring that every team member's voice is heard and valued.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists.
Manager, Investment Monitoring in London employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager, Investment Monitoring in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your analytical skills and investment knowledge. Be ready to discuss your experience with risk management and portfolio reviews, as these are key aspects of the role.
✨Tip Number 3
Showcase your interpersonal skills during interviews. Remember, this role is all about collaboration and teamwork, so highlight your ability to work well with others and contribute to a positive team environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, our recruitment specialists are here to help you every step of the way.
We think you need these skills to ace Manager, Investment Monitoring in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Manager, Investment Monitoring. Highlight your relevant experience in investment management and any qualifications that match the job description. We want to see how your skills align with what our client is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that demonstrate your analytical skills and ability to manage investments. Remember, we love a good story!
Showcase Your Communication Skills: Since strong written communication is key for this position, make sure your application is clear and concise. Avoid jargon unless necessary, and keep your language professional yet approachable. We want to see your personality come through!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our client’s fantastic team!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Numbers
Make sure you brush up on your investment knowledge, especially around portfolio performance metrics. Be ready to discuss specific examples of how you've managed risk and analysed performance data in your previous roles.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and attending meetings, practice articulating your thoughts clearly. Prepare to explain complex investment concepts in a way that’s easy to understand, demonstrating your strong analytical and written communication skills.
✨Emphasise Teamwork
This company values collaboration, so be prepared to share examples of how you've worked effectively in teams. Highlight instances where you’ve contributed to a supportive environment or helped resolve conflicts, showcasing your interpersonal skills.
✨Prepare Questions
Have insightful questions ready about the company's culture and their approach to investment management. This shows your genuine interest in the role and helps you assess if it’s the right fit for you, aligning with their values of inspiration and trust.
