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Assistant Investment Manager

  • Location

    Leeds

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £45000 per annum, Benefits: Bonus + Benefits

  • Contact:

    Graeme Winn

  • Contact email:

    graeme.winn@bwd-search.co.uk

  • Contact phone:

    0113 274 3000

  • Job ref:

    GW0611/LDS

  • Published:

    3 months ago

  • Expiry date:

    2019-12-04

  • Startdate:

    2019-11-06

  • Consultant:

    #

A national Investment Management firm with a strong brand name is looking to expand their Leeds based team and as such have created a new opportunity for an Assistant Investment Manager to join their offices. 

- Exposure to HNW/UHNW UK private clients
- Involvement with client meetings
- Realistic opportunity to progress within the firm

Duties include;

- Preparing regular and ad-hoc portfolio reviews covering sector/asset allocation and stock selection
- Monitoring clients’ investment objectives, portfolio benchmarks and risk profiles
- Ensuring all client relationships are properly documented on a timely basis
- Seeking new business, and being involved with preparation of presentations and creation of investment proposals 
- Preparing presentations for client pitches and meetings
- Undertaking dealing transactions under the guidance and supervision of the Senior Investment Management
- Preparing and providing clients with information and reports as required


This is an excellent opportunity for somebody who has recent and relevant experience as a trainee/associate/assistant level Investment Manager who is minimum CISI Level 4 IAD qualified and studying towards PCIAM and chartered status/recently qualified.