Job Information

Our Clients are a successful Asset Management company based in Surrey and require an Investment Manager running discretionary portfolios on an employed basis ideally with some client following but this isn`t essential.
Salary would be dependent on potential income generation in first year, experience and qualifications. Ideally, they would be in easy reach of the office in Surrey, although they would be Flexibility working at home part of the week, and would also consider flexible working.
Investment Manager Job Purpose
Provides investment information and financial advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares.
Investment Manager Job Duties
Engages in regular research and reading to stay apprised about the state of the UK economy, global financial markets, and general current events
Maintains current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts
Works closely with investment analysts to assess financial information and investment opportunities
Presents investment opportunities and related analysis while pitching proposed course of action in meetings with clients
Uses complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals
Makes decisions about financial and investment opportunities on behalf of clients
Meets with an investment team, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another
Takes on high levels of responsibility on behalf of financial institutions, corporate clients, investment organisations, and insurance companies
Develops relationships with clients and expands client network in professional and social settings
Investment Manager Skills and Qualifications
Ideally level 7.
Mathematics, Accounting, Decision Making, Problem Solving, Analytical Thinking, Verbal and Written Communication Skills, Organisation, Attention to Detail, Time Management, Multitasking, Working Under Pressure, Teamwork, Ambition, Leadership.