Investment Director Investment Director …

Selby Jennings
in London, United Kingdom
Permanent, Full time
Last application, 17 Sep 21
Negotiable
Selby Jennings
in London, United Kingdom
Permanent, Full time
Last application, 17 Sep 21
Negotiable
Investment Director The role is with a Multi Family Office in London that has just launched and looking for a creative, intelligent and personable Investment Director / Counsellor with at least 5 years investment experience to join their team and make a significant contribution to their next phase of growth.

The role:

  • Ensure portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
  • Contribute to the firm's Investment Committee and act in accordance with its terms of reference. - Undertake appropriate quantitative and qualitative research and analysis and have relevant experience conducting fund manager interviews.
  • Maintain close relationships with Private Client teams, responding to investment queries swiftly and maintaining an exceptionally high level of internal client satisfaction. - Clearly explain our investment proposition and portfolio positioning in client meetings when required by the Private Client Director/s.
  • Actively support Investment in building new and existing client Portfolio pitches and marketing material around the wealth plan strategies

Knowledge/Experience

  • Preferred to be be RDR Level 4 qualified - 5+ years investment experience, preferably across multiple asset classes at a large established wealth manager
  • Demonstrable experience of private client portfolio construction, preferably with significant direct client contact - A keen interest and high-level understanding of macro drivers (economic and political) and the relationship with asset classes - An excellent understanding of industry research and analysis tools
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