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Investment Manager
- coventry, west midlands, CV1 1DQ, United Kingdom
- Full time
- £70,000 - £70,000 Per Annum
Job Description
About the Role
Our client is seeking a seasoned Investment Manager to lead and manage investment portfolios for high-net-worth individuals and institutional clients in Coventry . This role requires a deep understanding of diverse financial markets, asset allocation strategies, and risk management principles. You will be responsible for developing tailored investment plans, executing trades, and actively monitoring portfolio performance to ensure alignment with client objectives and regulatory requirements. This is a critical position within our client's wealth management division, demanding astute financial acumen and a client-centric approach to service delivery within the West Midlands .
Key Responsibilities
- Develop and implement investment strategies across various asset classes, including equities, fixed income, and alternative investments.
- Manage client relationships, understanding their financial goals, risk tolerance, and time horizons.
- Conduct thorough market research and economic analysis to identify investment opportunities and risks.
- Monitor portfolio performance, rebalance holdings, and execute trades in a timely and efficient manner.
- Ensure compliance with all relevant financial regulations and internal policies.
- Prepare and present investment performance reviews and recommendations to clients and investment committees.
Requirements
- Master's degree in Finance, Economics, or a related field; CFA designation strongly preferred.
- Minimum of 7 years of experience in investment management, portfolio management, or financial advisory services.
- Proven track record of successful investment strategy development and portfolio performance.
- In-depth knowledge of global financial markets, economic trends, and investment products.
- Strong analytical skills, quantitative aptitude, and proficiency with financial modeling software.
- Excellent client communication, negotiation, and relationship management skills.
Benefits
- Highly competitive salary and a performance-driven bonus structure.
- Comprehensive health, dental, and vision insurance plans.
- Generous contribution to a company pension plan.
- Access to exclusive investment opportunities and resources.
- Professional development support and opportunities for advancement within the firm in Coventry .