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- Tasks: Lead investment strategies and manage portfolios while engaging directly with clients and fund managers.
- Company: Chartered Wealth Management firm backed by a national financial planning group.
- Benefits: Competitive salary up to £75,000, career development, and a dynamic work environment.
- Why this job: Step into a leadership role and make a real impact in investment management.
- Qualifications: CFA Investment Management Certificate and CISI Chartered Wealth Management required.
- Other info: Join a growing firm that values intellectual curiosity and quality outcomes for clients.
The predicted salary is between 54000 - 84000 £ per year.
If you’re an experienced Investment Manager who’s ready to step out from behind the committee and actually lead one, this could be the role you’ve been waiting for. Based in Marlow and backed by a national financial planning group, this Chartered Wealth Management firm is looking for someone to own its investment proposition - not just contribute to it.
Salary Up to £75,000. The firm manages internally constructed model portfolios - both discretionary and advisory - alongside external multi-asset funds, and is seeking someone to lead that proposition with authority and expertise. The successful candidate will serve as the firm’s primary investment authority, sitting at the heart of the Investment Committee and driving strategy, selection, and performance oversight. This is not a back-office role. The Investment Manager will engage directly with fund managers, work alongside private clients, and shape the direction of a proposition that sits at the core of the firm’s client value offering.
Key Responsibilities
- Leading investment selection, constructing and managing model portfolios across platforms, and ensuring all portfolios are managed in line with stated objectives and the firm’s investment proposition.
- Maintaining and developing the firm’s fund buy list through ongoing research, performance assessment, and market analysis.
- Chairing and coordinating the Investment Committee, including preparing pre-meeting materials and driving informed decision-making.
- Producing clear, professional client-facing portfolio updates on at least a quarterly basis.
- Building and maintaining relationships with fund managers, product specialists, and fund house representatives - including negotiating fee discounts where appropriate.
- Managing and mentoring the investment management team, delivering training on investment topics and the firm’s proposition.
- Collaborating with counterparts across the wider group through quarterly meetings and ongoing informal dialogue.
- Supporting the production and quality assurance of portfolio factsheets in conjunction with the central investment team.
- Maintaining all documentation required to meet the firm’s regulatory and compliance obligations.
Qualifications
Essential:
- CFA Investment Management Certificate (Level 4)
- CISI Chartered Wealth Management (Level 7)
The Ideal Candidate
The firm is looking for a motivated, commercially minded investment professional with a demonstrable track record in portfolio management and investment strategy. The right candidate will bring strong knowledge of FCA standards and legislation, the ability to communicate complex investment concepts clearly to both clients and colleagues, and the interpersonal skills to build lasting relationships with external fund managers and internal stakeholders alike. Experience within an IFA or wealth management environment is highly desirable. The firm values individuals who are intellectually curious, driven by quality outcomes for clients, and ambitious to grow alongside a business that is actively expanding its reach and reputation. This represents a genuine opportunity for an Investment Manager to step into a leadership role with real influence - in a firm that combines the intimacy of an IFA practice with the resources and career development of a national group.
Investment Manager employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream role.
✨Tip Number 2
Prepare for interviews by researching the company and its investment strategies. We recommend practising your responses to common questions and even some tricky ones. Show them you’re not just another candidate; you’re the one they’ve been waiting for!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We suggest mentioning something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you shine in your job search. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Show Your Leadership Skills: As an Investment Manager, we want to see your ability to lead and influence. Make sure your application highlights any previous experience where you've taken charge, whether that's chairing committees or managing teams. This is your chance to shine!
Tailor Your CV: Don’t just send a generic CV! We’re looking for someone who understands our investment proposition. Tailor your CV to reflect your experience with model portfolios and client engagement. Show us how you can contribute to our firm’s success.
Be Clear and Professional: Your written application should be as polished as the portfolio updates you’ll be producing. Use clear language and professional formatting. Remember, this is your first impression, so make it count!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important details about the role. Let’s get started on this journey together!
How to prepare for a job interview at Ortus Psr
✨Know Your Investment Stuff
Make sure you brush up on your investment knowledge, especially around model portfolios and multi-asset funds. Be ready to discuss your past experiences in portfolio management and how you've driven investment strategies.
✨Showcase Your Leadership Skills
Since this role involves leading the Investment Committee, prepare examples of how you've successfully led teams or projects in the past. Highlight your ability to make informed decisions and drive strategy.
✨Communicate Clearly
Practice explaining complex investment concepts in simple terms. You’ll need to demonstrate that you can communicate effectively with both clients and colleagues, so think about how you can convey your ideas clearly.
✨Build Relationships
Think about how you’ve built and maintained relationships with fund managers and stakeholders in your previous roles. Be prepared to discuss specific examples and how those relationships have benefited your investment strategies.