Job description

  • Location:
    London - 30 Gresham Street
  • Employee Type:
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

Discretionary Fund Management - Portfolio Manager, Charities (3833)

We're one of the UK's leading investment management companies, with responsibility for over £36 billion of funds under management including £3.1 billion managed on behalf of charities. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role: Portfolio Manager, Charities

Location: London

Team Description

The Charities team consists of five Senior Investment Managers, one Trainee Investment Manager, and an admin support team of three. The team specifically look after charity and not for profit clients across the UK with over £1.8bn of AUM and the opportunity exists to join the team as it enters an exciting growth phase.

The team are looking to add a discretionary fund manager who will have the responsibility for setting up a discretionary desk to support the Charities business and will be responsible for execution of the investment process on behalf of charity clients.

This is an exciting opportunity to support a growing team of five investment managers who are all dedicated to running charity money with many years of experience in the sector. The team have a passion for ESG investment and focus on working with charities to help them invest responsibly in a way that is aligned with their investment goals.

We are looking for a qualified Investment Manager who holds the RDR compliant qualifications, CISI IAD level 4 and the CISI Masters in Wealth Management level 7 or equivalent.

Principal Role

  • To provide high quality, professional fund management services to charities and advice to investment managers
  • Liaise closely with the team's investment managers and other fund managers across the business.
  • Monitor performance of investment against objectives
  • Integrate ESG solutions across client portfolios
  • Risk management across client portfolios.
  • Chair the team's investment meetings and investment decision making process.
  • Contribute ideas to the development of the team's investment strategy
  • Assess relationship between clients' aims and financial markets
  • Construct bespoke portfolios, which encompass different asset class ranges and demonstrate an awareness of composition of relevant benchmarks
  • Assess individual assets within their sector
  • Keep abreast of market trends, implementing timely and appropriate changes to investment portfolios
  • Manage all assets on an ongoing basis
  • Maintain records of investment activities and market performance
  • Process deals
  • Ensure TCF is implemented throughout the department
  • Extensive contact with IW&I analysts

Personal Attributes

  • Must demonstrate leadership capability
  • Have a passion for ESG and responsible investment
  • Ability to adapt and recognise that success depends on flexibility, innovation and enthusiasm to successfully meet the needs of the client in a constantly evolving environment, particularly when it comes to ESG issues.
  • Have the tenacity and confidence to challenge the status quo within the team.
  • Attention to detail
  • Ability to cooperate and collaborate unselfishly in pursuit of team and Group performance.
  • Showing concern for people, supporting colleagues and encouraging growth and development
  • Cast iron integrity in all internal and external dealings.

Qualifications Required

  • CISI IAD level 4 and the CISI Masters in Wealth Management level 7 or equivalent.
  • Excellent working knowledge of Microsoft Office products, particularly excel
  • Experience of managing charities NOT required

Research shows that some candidates – particularly female candidates – can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Equally, talk to us about flexible working options.

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London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Lindsay Russell

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