Senior Investment Manager

Our client seeks a Senior Investment Manager to join their team. Role Profile: To manage and administer investment accounts and to ensure compliance with the Company's procedures and regulations. Key Responsibilities: To develop relationships with both new and existing clients and to actively promote a positive image of the Company. To ensure that customer service levels are always met, in a manner that is consistent with relevant policies and regulations. To liaise with clients, intermediaries, introducers and other external bodies. To ensure that all client requests are dealt with in a timely manner and that clients are kept abreast of developments. To select suitable securities for inclusion in client portfolios, subject to the appropriate guidelines contained in client agreements. To be responsible for a portfolio of investment accounts and provide investment services as required or requested by the client. To regularly update and advise the Chief Investment Officer of developments with investment accounts under the direct or indirect control of the role holder. Manage portfolios in line with IPS, all required mandates, procedures and regulations. Actively participate in and contribute to all team and committee meetings. Share valuable information with the team, including educational, trending, economic and/or company specific. Undertake all administrative and ad-hoc tasks where required. Provide advice and guidance for investment opportunities. Ensure prudent risk management control and adherence to all laws, regulations, and ethical conduct agreements. To adhere to company policies and procedures. To bring any areas of non-compliance or non-conformity to the attention of the Chief Investment Officer and seek their guidance. To be available to staff to assist and guide them as necessary. Key Skills and Experience: Preferably a suitable OFQUAL Level 6 qualification with the Chartered Institute for Securities & Investment. With the above, qualified under the Retail Distribution Review (RDR).7-10 years of experience working in the investment management industry. The ability to quickly develop working knowledge of all operating systems used by the Company. A detailed understanding of investment markets and management of investment accounts. A sound appreciation of fund and investment management systems. A good working knowledge of relevant legislation. Technologically literate with an ability to adapt to new operating systems with ease. The accurate reading and interpretation of relevant research. An appreciation of administrative, fund and investment management systems (e.g. Bloomberg, Alpha Terminal, Morningstar, MS Office).The ability to work as part of a team is essential, maintaining strong interpersonal skills. Reliability and punctuality are vital. Maintaining a smart appearance. The ability to accurately execute buy and sell orders on behalf of clients, ensuring adherence to best execution practices. To manage the transaction process therefrom, liaising with back-office teams where necessary. A working knowledge of banking procedures and practices, where applied to investment management. A good understanding of the practical applications of investment services. A good knowledge of the products and services offered by the Company. Knowledge and appreciati...
If you have the required skills please apply online at searchandselect.com quoting reference number: 15423