Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click

Assistant Investment Manager

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

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

  • Contact:

    Graeme Winn

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Startdate:


  • 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.