Investment Manager

About the role

As an Investment Manager you will playan important rolein delivering high-quality investment management services to private clients and intermediary partners. Working within the Private Asset Management (PAM) team you will contribute to the management and ongoing development of our actively managedMulti-assetsolutions supporting investment decisions across fundselection asset allocation risk management and client reporting.

You will also help drive the continuous improvement of PAM processes and investment capabilities ensuring an efficient and robust operating environment. The role requires close collaboration with Financial Planners and other internal stakeholders alongsidemaintainingstrong relationships with existing clients to deliver an exceptional client experience.

Key responsibilities:

• Part of a focused team whichare responsible forthemanagement of PAMActivesolutionswithin theirestablishedrisk profiles.

• To contribute to the broader success of PAM bysharing ideas andworking collaboratively acrossthedifferent investment teams.

• Undertake due diligence on existing and prospective fund allocations includingleadingmanager meetings analysis and documentation of key findings.

• Contributing to Active portfolio construction across a range of asset classes as well as to the portfolio holistically.

• Identifyingand implementing opportunities to enhance the effectiveness and efficiency of the investment process.

• Activelyparticipatingin weekly monthly & quarterlyinvestment meetings contributing insights preparingmaterialand supporting decision-making.

• Supporting the acquisition of new clients and their contribution to the continued growth of assets under management.

• Assistingwith colleagues development across the Investment teamsby fostering a collaborative environment.

• Enhancing the firms reputation and position within the community by developing a professionalpresence andparticipatinginindustry&community activities to support the firm.

• Building andmaintainingeffective working relationships with both internal stakeholders across Progenys advisory and compliance services and external stakeholdersincluding fund houses and regulatory advisors.

• SupportProgenysmarketingeffortsbyparticipatingin events such as networking seminarsandmedia work andbyworking collaborativelywith theInvestmentMarketing Specialist in the production of high-qualitymarketing material.

• Complyingwiththe Financial Services and Market Act 2000 the FCAs Statements of Principleand& Code of Practice and relevant rules from the FCAat all times.

• Understand their obligation to Continual Professional Development (CPD) and must adhere to the Financial Conduct Authoritys (FCA) Statements of Principle and Code of Practice for Approved Persons (APER)and fit and proper requirements as detailed in the FCA handbookin ordertomaintain their annual Statement of Professional Standing.
  
  

What success looks like

• Strong portfolio performance aligned with therespectiverisk profiles.

• Increasing assets under management (AUM).

• High levelsof client retention and satisfaction with established relationships and effective communication.

• A meaningful impact on the evolution of the active investment process.
  
  

Our ideal person

• Holds a Level 7 CISI qualificationor equivalent.

• Previousexperience in a similar role with an asset management firm(essential).

• A comprehensive knowledge of investments and stock markets.

• Good knowledge and understanding of FCA conduct of business rules and suitability requirements.

• Proven ability to manage competing priorities and meet deadlines in a fast-paced environment while ensuring accuracy and attention to detail.

• Excellentinterpersonalskillswith the ability to build trust foster positive relationships andfoster engagement.

• Strong analytical and research skills.
• Activelyseeksto enhancetheir ownexpertiseand knowledge.

Required Experience:

Manager