Investment Manager, Harrogate - eFinancialCareers

eFinancialCareers

Verified Company

Harrogate, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

McInroy & Wood Limited - Investment Manager, Harrogate

McInroy & Wood ("MW") is a leading independent private client investment management firm, with a successful track record of investing directly across developed and emerging markets for over 35 years.

The firm currently manages client assets in excess of£2.1bn.

MW is headquartered in Haddington, East Lothian, where the majority of its staff are based, with integrated teams in London and Harrogate.

Independence, with a controlling family interest, ensures a consistency of approach and stability, that is valued by staff and clients alike.

MW has consistently delivered sustainable organic growth and is seeking to enlarge its Harrogate based team tounderpin future growth plans.

Building a diverse team is a priority, recognising the benefits this brings both to clients and colleagues.

Role and responsibilities

The role offers the opportunity to play a leading part in developing the business under an ambitious medium-term plan in collaboration with the existing Harrogate and London based teams, which currently consists of eight investment managers and administrativesupport.

The role will involve:

Identifying and developing new client relationships.
Management of a growing portfolio of client relationships.
Contributing to investment policy decisions at Investment Committee meetings, selection and monitoring of a concentrated preferred list of global equities as part of the Investment Team.
Assisting with a variety of company projects and initiatives.
The role presents an exciting opportunity to assume wide ranging investment management and client relationship responsibilities delivering an ambitious growth plan as an integral member of a small but dynamic and wellrespected firm.
The role is full time and will be based at our Harrogate office, working closely with the existing Investment Director based there.

The option to work from home when appropriate will be considered but the individual is expected to be predominantly officebased.

The role will involve regular travel to the Haddington and London offices for meetings with colleagues and throughout the North of England for client and company meetings and for business development purposes.

Preferred attributes and experience
The highest levels of integrity and a true commitment to client service are a necessity.

Effective communication and strong interpersonal skills, and an ability to work both independently and collaboratively as part of a team will be important competencies.

Initiative, energy, collaboration and resourcefulness are characteristics all employeesare expected to demonstrate.

What we offer

Holidays:

25 days per year; increases to 30 days depending upon time spent with company.

Pension:

Group personal pension scheme, defined contribution.
Company contributes 7% of salary p.a. (employee contribution of at least 2%).

Health:

Private healthcare insurance.

Life Assurance:

4 x Death in Service.

Profit Share:
Eligible for firm's profit-share on successful completion of probationary period.

Workplace:

A friendly, supportive environment with award winning HQ office premises.

**Closing date: 3rd March 2023