Assistant Investment Manager

Assistant Investment Manager

Bath

£40,000 to £45,000 per annum plus benefits

Our client is an award-winning discretionary investment and fund management firm, renowned for its bespoke, client-centric approach. Due to continued business growth, they are now looking to recruit an Assistant Investment Manager to join their highly respected team on a permanent basis.

Main Tasks:

This role is a front office client facing role supporting external clients of the business.

Under the supervision of stakeholders in the assigned investment management team and the line management of a Senior Investment Manager, this role will support the team with all appropriate client activities including (but limited to) the following activities:

• monitoring of clients' portfolios on a regular basis and preparing transactions as necessary to maintain portfolios suitable to clients' investment objectives
• maintenance of a very high level of client care and service with both clients and Introducers
• carrying out client nontrade related instructions in a timely manner
• ensuring that Valuations and contract notes are produced and dispatched to clients within internal timescales
• ensuring that all communications received from clients and Introducers are actioned promptly and efficiently
• fostering relationships with existing and potential clients and Introducers

To build knowledge and to keep up to date with market & investment news and information and to maintain a working knowledge of relevant professional developments, ensuring that these are acted upon in the clients' and the Company's interests.

Ideally you will be CISI Level 4 qualified, however, this is not essential as full exam support will be provided.

To apply:

Please send your CV to  or contact Stuart directly.