Head of Tax Advantaged Products, Investment Management

Global Wealth Manager, London or Cirencester, 4 days/full time, hybrid working
Reference: A/13813
  • Oversee and manage the manager research process for tax advantaged (EIS/VCT/BR) strategies,
  • manage team of investment analysts who monitor and analyse tax advantaged strategies to ensure they meet expectations quantitatively and qualitatively.
  • Maintain an approved list of external managers in EIS/VCT/BR strategies.
  • Enhance manager research and monitoring processes.  Present at senior investment governance committees, present to partners and attend meetings with HNWIs where required, lead relationships with existing and prospective fund managers

Requires

  • Very strong technical knowledge of EIS/VCT/BR markets and investment process used by managers.  Understanding of how to manage liquidity risk.
  • Capability to make clear investment recommendations and take accountability for performance of fund managers.
  • Ability to manage a team
  • The ideal candidate will have: previous experience of tax advantaged manager research/oversight role in investment management or consulting; experience conducting fund manager research and making recommendations relating to selection and appraisal of external managers investing in venture capital and unquoted companies; proven understanding of tax advantaged markets.
  • Preferred IMC or progression with CFA exams, and experience of Aladdin/Factset/Bloomberg.

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