Assistant Investment Manager
- Employer
- Nelson Scott LLP
- Location
- London, United Kingdom
- Salary
- £45,000 to £60,000
- Closing date
- Oct 3, 2020
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Construct and manage investment portfolios as detailed in the firm's procedures.
- Perform comprehensive fund research and manager selection across all asset classes on both new fund ideas and the ongoing monitoring of existing Buy List selections.
- - Ensure portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
- Contribute to the firm's Investment Committee and act in accordance with its terms of reference.
- Undertake appropriate quantitative and qualitative research and analysis and have relevant experience conducting fund manager interviews.
- Help oversee a structured product book , engaging with external providers and internal consultants to deliver structured product options for our buy list.
- Contribute oversight to the effective management of trading, ensuring sufficient client information is obtained before any decisions to trade are made.
2. Stakeholder management and communication
- Maintain close relationships with Private Client teams, responding to investment queries swiftly and maintaining an exceptionally high level of internal client satisfaction.
- Clearly explain our investment proposition and portfolio positioning in client meetings when required by the Private Client Director/s.
- Contribute to the high level of written work produced by the team e.g. external media and PR contributions, the quarterly Investment Strategy for clients, regular and ad-hoc briefings for internal teams, etc.
- Contribute to the management of broker relationships with the large asset managers.
- Ensure consultants are abreast of key investment issues including asset allocation, fund choices and macro-economic developments through in-house meetings.
Experience and Qualifications
The successful candidate will have/be:
- Degree educated, with significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) and pref be RDRD Level 4 qualified
- 5+ years investment experience, preferably across multiple asset classes at a large established wealth manager ,to include experience of IFA market
- Demonstrable experience of private client portfolio construction, preferably with significant direct client contact
- A keen interest and high-level understanding of macro drivers (economic and political) and the relationship with asset classes
- An excellent understanding of industry research and analysis tools. FE Analytics experience would be advantageous.
- Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences
- An understanding of structured products (advantageous but not essential)
The successful candidate will have/be:
- Degree educated, with significant progress made in post-degree UK RDR investment qualifications (CII, CISI or CFA routes)
- 5+ years investment experience, preferably across multiple asset classes at a large established wealth manager
- Demonstrable experience of private client portfolio construction, preferably with significant direct client contact
- A keen interest and high-level understanding of macro drivers (economic and political) and the relationship with asset classes
- An excellent understanding of industry research and analysis tools. FE Analytics experience would be advantageous.
- Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences
- Perform comprehensive fund research and manager selection across all asset classes on both new fund ideas and the ongoing monitoring of existing Buy List selections.
- - Ensure portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
- Contribute to the firm's Investment Committee and act in accordance with its terms of reference.
- Undertake appropriate quantitative and qualitative research and analysis and have relevant experience conducting fund manager interviews.
- Help oversee a structured product book , engaging with external providers and internal consultants to deliver structured product options for our buy list.
- Contribute oversight to the effective management of trading, ensuring sufficient client information is obtained before any decisions to trade are made.
2. Stakeholder management and communication
- Maintain close relationships with Private Client teams, responding to investment queries swiftly and maintaining an exceptionally high level of internal client satisfaction.
- Clearly explain our investment proposition and portfolio positioning in client meetings when required by the Private Client Director/s.
- Contribute to the high level of written work produced by the team e.g. external media and PR contributions, the quarterly Investment Strategy for clients, regular and ad-hoc briefings for internal teams, etc.
- Contribute to the management of broker relationships with the large asset managers.
- Ensure consultants are abreast of key investment issues including asset allocation, fund choices and macro-economic developments through in-house meetings.
Experience and Qualifications
The successful candidate will have/be:
- Degree educated, with significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) and pref be RDRD Level 4 qualified
- 5+ years investment experience, preferably across multiple asset classes at a large established wealth manager ,to include experience of IFA market
- Demonstrable experience of private client portfolio construction, preferably with significant direct client contact
- A keen interest and high-level understanding of macro drivers (economic and political) and the relationship with asset classes
- An excellent understanding of industry research and analysis tools. FE Analytics experience would be advantageous.
- Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences
- An understanding of structured products (advantageous but not essential)
The successful candidate will have/be:
- Degree educated, with significant progress made in post-degree UK RDR investment qualifications (CII, CISI or CFA routes)
- 5+ years investment experience, preferably across multiple asset classes at a large established wealth manager
- Demonstrable experience of private client portfolio construction, preferably with significant direct client contact
- A keen interest and high-level understanding of macro drivers (economic and political) and the relationship with asset classes
- An excellent understanding of industry research and analysis tools. FE Analytics experience would be advantageous.
- Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences
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