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28 Aug 2023

Investment Manager to Associate Investment Director, Charities

City of London, excellent salary + benefits + bonus

Summary

Fantastic opportunity in one of the UK’s leading investment management companies for an Investment Manager to join one of the largest and most successful Charity investment teams.

Description

The Firm

My client is one of the UK’s leading investment management companies, with responsibility for significant funds under management including substantial assets managed on behalf of many charities. The company has worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of their clients. The company seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of its clients for many years.

The Charity business is a core business channel for the company and one to which it is highly committed at a senior level. Having grown to one of the largest UK Charity investment firms, the company continues to harness this position and focus upon the further growth and development of the business. As such, an Investment Manager is now sought to help drive further growth of the Charity business.

The Role

The Charities team specifically looks after charity and not for profit clients across the UK and the opportunity exists to join the team as it enters an exciting growth phase. The team are looking to add an investment manager to manage an existing book of business and they will be empowered to develop new client business through working with a dedicated Business Developer.

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

The main aspects of the role will include:

• Managing an existing book of business and building relationships with charity clients.
• Presenting and pitching to Trustee Boards on a regular basis.
• Working closely with other Investment Managers to assist them with larger clients.
• Developing and strengthening the team’s contacts and driving initiatives in the charities sector.
• Contributing to the team’s investment decision making process.
• Developing new client proposals and pitching for new business either solo or as part of a team.
• Liaising with charity clients with regards to performance reporting and meeting their objectives.
• Assessing portfolio suitability considering the clients’ circumstances and objectives.
• Ensuring KYC is kept up to date and timely action is taken.

Qualifications & Experience

• Experience of managing investment portfolios for charities is preferred, but not a prerequisite.
• Driven individual who has a genuine interest in the charity sector and can work as part of a team to grow the Charities business.
• A passion for ESG and responsible investment.
• Desire to deliver a genuinely bespoke service to clients and centre the service around the specific needs of each charity.
• 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 related issues.
• Desire to win new business on behalf of the team.
• Have the tenacity and confidence to challenge the status quo within the team.
• Attention to detail and strong communication skills both verbal and oral.
• Ability to cooperate and collaborate unselfishly in pursuit of team and Group performance.
• Cast iron integrity in all internal and external dealings.
• CISI Chartered Wealth Manager.

Other attributes that would be helpful, but not essential for the role.
• (Preferable) CFA Certificate in ESG Investing.
• (Preferable) Good knowledge of direct overseas equities.

Remuneration

The company is determined to appoint a high calibre candidate and is offering a negotiable basic salary and a remuneration package which will include a range of benefits and discretionary bonus.

To apply, in the strictest confidence, please send your CV to Robin Douglas at [email protected] or call him on +44 (0)20 7193 0064

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Testimonials

I have worked with Robin Douglas for many years successfully in financial services. Robin is very knowledgeable and well connected in the markets and as a result provides targeted search (in the true sense) that not many organisations do. In addition, his high standards also apply to his client interaction. I would not hesitate to recommend him.

Alison Cripps
Capgemini Consulting