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Investment Manager - Charities

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Salary Competitive
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/SDK/34090
Contact Sophia Deen
Date posted 19-05-2020

We are seeking Investment Management candidates with experience in client relationships and assisting portfolio managers to join a Charities team here in London.

Key Responsibilities:

- Assisting Account Directors in running client relationships and contributing to investment decisions.
- Attend and host client meetings, whilst providing support on new business pitches.
- Review and monitor client portfolios and ongoing investments.
- Prepare valuations, presentations and meeting packs for Private Client meetings

Key Skills:

- Understanding of investment strategy and strong interest in equity and bond markets
- Experience in Investment Management, specifically in the oversight of portfolios.
- High level of interpersonal skills, experience in presenting and making new contacts.
- IMC Level 4 qualified.

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Contact Sophia about this job

AVP, Consultant