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- Tasks: Manage portfolios on a discretionary basis and collaborate with a skilled investment committee.
- Company: Independent Financial Advisory firm with a focus on sound financial planning advice.
- Benefits: Flexible package, remote work options, and opportunities for professional growth.
- Why this job: Gain autonomy and responsibility while making impactful investment decisions.
- Qualifications: 2-3 years as a qualified Investment Manager from a reputable firm.
- Other info: Equal opportunities employer welcoming diverse applicants.
The predicted salary is between 36000 - 60000 £ per year.
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners managing £290m of assets, which is constantly growing.
To improve the business, my client is seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offering. The former involves lower value and less complex cases, while HNW clients will be invested within one of seven Discretionary Managed Model Portfolios.
The current investment committee is chaired by the Managing Director of the business, along with two CISI qualified Advisers and an external Chartered Financial Analyst working as a consultant.
We are urgently seeking an experienced Investment Manager to join the committee and team, who will work solely on managing the company’s portfolios on a discretionary basis. The potential candidate will have access to suitably qualified analysis from both within the company and externally.
The ideal candidate would have been a qualified Investment Manager for 2-3 years, coming from a known Investment Management firm. This role would suit someone with a desire to gain more responsibility, control, or autonomy, with the Investment Manager and one other team member solely focused on the portfolios.
This position can be based in Leeds, Huddersfield, or remotely, so being London-based is not an issue.
Package details are open for discussion and will largely depend on the selected candidate.
Additional Information:
- Company: Investment Management
- Location: Leeds or London
- Closing Date: 30 Mar
We are an equal opportunities employer and welcome applications from all qualified candidates.
Investment Manager in City of London employer: Lime Search & Select Ltd
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your past successes in managing investments. This could include case studies or performance metrics that highlight your skills. When you get the chance to chat with hiring managers, let your results do the talking.
✨Tip Number 3
Be proactive! If you see a company you’re keen on, don’t wait for them to post a job. Reach out directly to express your interest and ask about potential opportunities. A little initiative can go a long way in making a memorable impression.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re serious about joining our team. Don’t miss out on the chance to land that Investment Manager role!
We think you need these skills to ace Investment Manager in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Manager role. Highlight your experience in managing portfolios and any relevant qualifications. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing assets under management or successfully managing complex cases, we want to know what you've accomplished in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Lime Search & Select Ltd
✨Know Your Numbers
As an Investment Manager, you'll need to demonstrate a solid understanding of financial metrics and portfolio performance. Brush up on key statistics related to investments, such as ROI, alpha, and beta, so you can confidently discuss how you've applied these in your previous roles.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience in managing portfolios and working with high-net-worth clients. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easy for the interviewers to see your impact.
✨Understand the Firm's Approach
Research the Independent Financial Advisory firm thoroughly. Familiarise yourself with their investment philosophy, the types of portfolios they manage, and their client segmentation strategy. This will help you tailor your answers and show that you're genuinely interested in contributing to their growth.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's future plans for their Discretionary Fund Management offerings or how they measure success within their investment committee. This shows your enthusiasm for the role and helps you assess if the company aligns with your career goals.
