Investment Manager - Bristol, United Kingdom - Recruit UK

Recruit UK

Verified Company

Bristol, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Title:
Investment Manager

Location:
Bristol

Salary:
£50,000 - £65,000

Reference: 7364

The company:

We are working with a well-established and thriving Investment management firm that is seeking an Investment Manager to join their team in Bristol.

As they've continued to dominate the market, they've uncovered scope for a new investment manager to join their award-winning office.

As a collaborative and client focused organisation, they offer advice across a broad range of solutions including but notlimited to ESG/Ethical, Drawdown, Active and Passive.

This new role will have a focus predominantly on ESG/Ethical solutions. You will work with new and existing relationships to offer input and oversight.

Further duties will include but not be limited to:

Management and reporting of adviser lead investment solutions
Fund research
Manage and monitor a range of risk graded investment solutions
Review and report on the above
Deliver the ESG/Ethical proposition
Answer adviser queries
Manage relationships with fund groups
Portfolio dealing and administration and adhoc research projects

Benefits:

Generous salary up to £65,000
Excellent company culture
25 days holiday per year + bank holiday and Christmas closure
Working from home opportunities 3/
Private healthcare + life assurance
Income protection and pension with generous employer contribution
Discretionary bonus

- + other fantastic benefits

What are they looking for?

Level 6 qualification CISI / CFA (or equivalent) / working towards Level 7 desirable
Motivated with a clear passion for investments
Experience in investment manager including portfolio management, relationship management, fund research analysis and experience with ESG/ethical investing desirable, or strong passion in that area.
Ability to work within a collaborative team