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• Location:

London - 30 Gresham Street

• Department:

Investec Wealth & Investment

• Division:

IWI Investment Management

• Employment Type:

Full time

• Salary:

Competitive

Assistant Portfolio Manager (6950)

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Assistant Portfolio Manager

Location: London

What is the team like?

This is a superb opportunity for a developing professional to advance their career in Discretionary Portfolio Management. You will have some experience within Investment  Management / Financial Services, ideally from an analytical role utilising advanced Excel skills. We will support you to become a CFA Charterholder or achieve a level 7 Chartered qualification as part of your development into this role.

Ideally you will be CF30 approved or will achieve this quickly as the successful candidate.  We also require a high proficiency in VBA coding and Excel.

The role sits within a small team of Discretionary Fund Managers (DFMs) to perform portfolio management duties for predominantly discretionary private client assets. The DFM team sits within a wider Investment Management team.

What are the key responsibilities?

The purpose of the role is to monitor and manage clients' portfolios on a day-to-day basis to ensure that they remain in line with the investment strategies and client's financial objectives. Key responsibilities once fully trained and qualified will include:

• Manage and review client portfolios, with direct responsibility for decisions which reflect the needs and risk profile of the individual client, in accordance with the firm's stated research and suitability processes.
• Implementation of trades across the client base.
• Assist in the construction and maintenance of investment models as part of the team.
• Active generation of investment ideas for inclusion in client portfolios.
• Contribute, and occasionally chair regular investment meetings to discuss and outline the investment strategy.
• Attend fund manager/company meetings and effectively communicate any findings to the wider team.
• Undertake cash raises, cash investment and mandate changes across the client base.
• Monitor and enter elections for corporate actions.
• Place FX trades and cover debits in portfolios.
• Willingness to take industry qualifications

What core skills and knowledge are we looking for?

• Advanced Excel skills, with knowledge of VBA/Visual Basic.
• Advanced IT skills.
• Some relevant experience within Investment Management, though this does not have to be from a fund management role.
• Proven ability to communicate effectively with a variety of stakeholders.
• Strong explanatory and presentation skills.
• Knowledge of the UK private client tax environment to support portfolio management duties.
• Knowledge of compliance requirements, including but not limited to: Data Protection, AML, Market Abuse, Fraud Awareness, Advising & Selling, Conduct Risk, Client Assets, Bribery & Corruption, Financial Crime, Gifts Policy.

Qualifications?

This role will require passing the level 7 CISI Chartered Wealth Manager qualification or CFA. Not required at the start and Investec will provide study support.

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Location

London - 30 Gresham Street

30 Gresham Street, London, England, GB, EC2V 7QN

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• Meet the recruiter

Jacob Bennett

We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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• Benefits

Pension

Private Medical Cover

Virtual GP

Gym Discounts

Psychologist Service

Annual Leave

Life Assurance