At a Glance
- Tasks: Lead investment strategies for charities and not-for-profits, collaborating with a dynamic team.
- Company: Join a boutique asset manager known for its commitment to social impact and client success.
- Benefits: Enjoy a collaborative work environment and opportunities for professional growth.
- Other info: Mason Blake promotes equal opportunities and welcomes diverse applicants.
- Why this job: Make a difference in the charity sector while developing your investment expertise.
- Qualifications: 3-5 years in asset management; degree educated; strong interpersonal skills required.
The predicted salary is between 43200 - 72000 £ per year.
Our client, a boutique asset manager is looking to hire an Investment Manager in the charities and not-for-profit division.
Key responsibilities:
- Define and implement investment strategy for a variety of clients
- Work closely with Portfolio Managers and Analysts and contribute to investment decision making process for client portfolios
- Attend client meetings to discuss investment strategy, strategic themes and portfolio activity
- Participate in pitches with prospective clients and consultants
- Key point of contact for client queries
- Coordinate preparation of client pitch documents, RFPs, client meeting packs
Candidate Profile:
- 3-5 years experience in asset management, either in an investment or technical client-facing role
- In-depth understanding of equity and fixed income assets
- Degree educated
- Working towards or completed professional qualifications
- Excellent interpersonal skills; ability to build rapport quickly and attentive listener
- Ability to work effectively within a team environment
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
Investment Manager, Charities in London employer: Mason Blake
As a boutique asset manager, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our Investment Managers to thrive. Located in a vibrant city, we offer competitive benefits, professional development opportunities, and the chance to make a meaningful impact in the charities and not-for-profit sector, ensuring that your work contributes to positive change in the community.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager, Charities in London
✨Tip Number 1
Network with professionals in the asset management sector, especially those who have experience working with charities and not-for-profits. Attend industry events or webinars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Familiarise yourself with the specific investment strategies that are effective for charities and not-for-profits. Understanding their unique needs and constraints will help you stand out during interviews and discussions with potential clients.
✨Tip Number 3
Prepare to discuss recent trends in equity and fixed income markets, particularly how they impact charitable investments. Being able to articulate your insights on these topics will demonstrate your expertise and commitment to the role.
✨Tip Number 4
Practice your interpersonal skills by engaging in mock client meetings or pitches with friends or mentors. This will help you refine your ability to build rapport and communicate effectively, which is crucial for the Investment Manager position.
We think you need these skills to ace Investment Manager, Charities in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in asset management, particularly in client-facing roles. Emphasise your understanding of equity and fixed income assets, as well as any professional qualifications you are working towards or have completed.
Craft a Compelling Cover Letter:In your cover letter, clearly articulate your investment strategy experience and how it aligns with the responsibilities of the Investment Manager role. Mention specific examples of how you've contributed to investment decision-making processes in previous positions.
Showcase Interpersonal Skills:Since excellent interpersonal skills are crucial for this role, include examples in your application that demonstrate your ability to build rapport with clients and work effectively within a team environment.
Prepare for Client-Focused Questions:Anticipate questions related to client meetings and pitches. Be ready to discuss how you would approach client queries and coordinate preparation of pitch documents, showcasing your attention to detail and strategic thinking.
How to prepare for a job interview at Mason Blake
✨Know Your Investment Strategies
Make sure you have a solid understanding of various investment strategies, especially those relevant to charities and not-for-profits. Be prepared to discuss how you would define and implement these strategies for different clients.
✨Showcase Your Interpersonal Skills
Since the role requires excellent interpersonal skills, think of examples where you've built rapport with clients or colleagues. Highlight your ability to listen attentively and respond effectively to client queries during the interview.
✨Prepare for Client Meetings
Familiarise yourself with common topics discussed in client meetings, such as investment strategy and portfolio activity. Be ready to share your insights and demonstrate how you can contribute to these discussions.
✨Demonstrate Team Collaboration
The role involves working closely with Portfolio Managers and Analysts, so be prepared to discuss your experience in team environments. Share specific examples of how you've successfully collaborated with others to achieve investment goals.
