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For Companies At a Glance
- Tasks: Manage private investment portfolios and drive performance improvements.
- Company: Boutique investment management firm with a collaborative culture.
- Benefits: Competitive salary, employee ownership, and growth opportunities.
- Why this job: Join a growing firm and make a real impact in investment management.
- Qualifications: 15+ years of bespoke investment management experience and a transferable client book.
- Other info: Dynamic environment focused on innovation and client success.
The predicted salary is between 72000 - 108000 £ per year.
I am working with a UK based boutique investment management firm that provides specialist investment solutions to private clients, charities, professional advisers, and institutions. The firm offers both discretionary portfolio management and a range of investment funds designed to meet differing objectives and risk profiles. My client is now looking to grow its private client portfolio service and is therefore looking for an investment manager to be part of this growth.
The focus is on hiring a first-rate individual who identifies with the culture of the company and has experience of managing client relationships. The successful candidate will have a proven track record of client retention, a compelling business plan, and a transferable book of clients. This predominantly employee-owned firm has an excellent work culture and is in a period of expansion and growth.
The Role
As an Investment Manager, you will manage and maintain portfolios of private investment holdings. We’re seeking a generalist with experience in private market investments, a proven track record of implementing portfolio changes, and a strong ability to review performance and drive results. You will contribute to fostering a collaborative environment and improving the investment process.
Key Responsibilities
- Oversee and manage the private client portfolios
- Implement portfolio adjustments and conduct performance reviews
- Develop and refine the investment process in collaboration with the team
- Leverage industry knowledge and networks to identify high-impact market opportunities
- Develop and grow your book of private clients
Requirements
- In excess of 15 years experience as a bespoke investment manager
- At least CISI Level 6 or equivalent
- Proven track record of managing circa £100m+ of private client assets
- Element of a transferable book
- An interest in improving the investment process
- Strong familiarity with portfolio construction and investment management regulations
- Demonstrable interest in investments and private client portfolio management
Seniority level: Director
Employment type: Full-time
Job function: Finance
Industries: Investment Management and Financial Services
Investment Manager/Director employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager/Director
✨Network Like a Pro
Get out there and connect with people in the investment management scene. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Success Stories
When you get the chance to chat with potential employers, make sure to highlight your achievements. Talk about how you've managed client portfolios and driven results in the past. We want to hear about your transferable book of clients and how you’ve retained them over the years!
✨Be Ready for the Interview
Prepare for those interviews by brushing up on your knowledge of portfolio management and investment strategies. We recommend having a few case studies or examples ready to discuss how you’ve improved processes or made impactful decisions in your previous roles.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm. Let’s get you on board and growing that private client portfolio!
We think you need these skills to ace Investment Manager/Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Investment Manager role. Highlight your track record in managing client relationships and any relevant achievements in portfolio management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our culture and how your experience can contribute to our growth. Be genuine and let your personality come through.
Showcase Your Client Retention Skills: Since client retention is key for this role, be sure to include examples of how you've successfully maintained and grown client relationships in your previous positions. Numbers speak volumes, so don’t shy away from sharing metrics!
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’re considered for the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Stephenson Executive Search
✨Know Your Numbers
As an Investment Manager, you'll need to demonstrate your expertise in managing substantial portfolios. Be prepared to discuss specific figures from your past experiences, such as the size of assets you've managed and the performance metrics you've achieved. This will show your potential employer that you have a solid grasp of the financial landscape.
✨Showcase Your Client Relationships
Since client retention is key for this role, come armed with examples of how you've successfully built and maintained client relationships. Share stories that highlight your ability to understand client needs and how you've tailored investment strategies to meet those needs. This will illustrate your fit within their culture of client-centric service.
✨Demonstrate Your Strategic Thinking
Prepare to discuss your approach to developing and refining investment processes. Think about how you've implemented portfolio changes in the past and the rationale behind those decisions. This will help convey your strategic mindset and ability to drive results, which is crucial for the firm's growth.
✨Be Ready to Collaborate
This firm values a collaborative environment, so be ready to talk about how you've worked with teams in the past. Share examples of how you've contributed to team success and improved processes. Highlighting your teamwork skills will show that you can thrive in their employee-owned culture.
