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
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.
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.