Investment Manager

• Review and manage discretionary and managed advisory client portfolios in line with client objectives, risk appetite, investment mandates and prevailing market views
• Ensure portfolios remain aligned to agreed asset allocation, investment strategy and client suitability requirements
• Provide investment advice and portfolio recommendations where appropriate, taking account of the firm’s views on markets, investments and asset allocation
• Support client reviews, portfolio reporting, investment proposals and ongoing client communications
• Identify changes in client circumstances and ensure portfolios and documentation are updated accordingly
• Ensure all client documentation is accurate, complete and maintained in line with internal procedures
• Operate in accordance with internal policies, regulatory obligations and conduct standards, including suitability, TCF / Consumer Duty, AML, complaints handling and client file requirements
• Liaise with front office colleagues, administration teams, compliance and wider business functions to ensure an efficient and professional client experience
• Support the development of existing client relationships through regular communication and high levels of service
• Help promote investment management services to private clients and professional introducers
• Attend and contribute to investment meetings or committees where required
• Support the maintenance of model portfolios, buy lists, investment strategies and platform-based portfolios where applicable
• Assist with investment research, market commentary, asset allocation work and preparation of investment material
• Use technology, internal systems and AI-enabled tools appropriately to improve productivity, research, analysis, reporting and client communication
• Complete all required CPD and maintain professional competence
• Undertake ad-hoc projects or additional duties as required by senior management
• Supporting investment research across funds, equities, bonds, collectives or model portfolios
• Preparing portfolio and strategy information for investment meetings
• Monitoring approved investment lists and ensuring research remains current
• Maintaining model portfolios, strategies and investment propositions across relevant platforms
• Contributing to market updates, investment notes and internal investment discussions
• Working with the wider investment team to ensure portfolios reflect agreed house views, governance standards and investment process requirements

• CISI Investment Advice Diploma, or an equivalent recognised investment qualification
• Experience in investment management, portfolio management, wealth management or private client advisory
• Strong understanding of discretionary and/or advisory portfolio management
• Good knowledge of asset allocation, investment markets, funds, equities, fixed income and collective investments
• A working understanding of suitability, Consumer Duty / TCF, AML, client documentation and regulatory obligations
• Experience dealing with private clients, professional introducers, advisers or intermediaries
• Ability to manage client portfolios in line with agreed mandates and risk profiles

Bonus and LTIP options available