Investment Manager, Wealth Management

Global Investment Management Firm, London, full time flexible/hybrid working

Investment specialist to contribute to and lead the investment process in multi-asset class portfolios, using knowledge of investment strategy and fund research to maintain, communicate and innovate the investment offering.

To take a lead role in researching and monitoring investments and making investment recommendations. To participate and contribute to investment strategy discussions

Collaborate with the wider investment management group, bringing the institutional fixed income capability into wealth management

Maintain benchmarked models in GBP and USD.

Act as portfolio manager on specialist/complex fixed income portfolios and sub-portfolios and to innovate the fixed income investment offering

Prepare and communicate marketing material and client specific presentations

Help maintain database of suitable investments – to include direct investments, funds and investment trusts


Excellent analytical skills, ability to define expected risk/reward characteristics of opportunities

Degree or equivalent with IMC, CAIA or CFA qualification desirable

Strong Excel skills and good knowledge of Word, Powerpoint, Teams, Eikon, Bloomberg and Lipper

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