• Paul Hulance


Reference: 40972533

Clark James Financial Services Recruitment are working with a highly established Wealth Management specialist in London for an experienced and professional Assistant Investment Manager to work closely with the Investment Director and Investment team to help maintain and develop investment portfolios. This is a home base role with travel to the London office 1-2 days per week.

Key Responsibilities include:

  • Construct and manage investment portfolios.

  • Conduct comprehensive fund research and selection across all asset classes (both new funds and existing).

  • Undertake appropriate quantitative and qualitative research and analysis and have relevant experience conducting fund manager interviews.

  • Help oversee a structured product book and engage with external providers and internal consultants to deliver structured product options for the company’s buy list.

  • Maintain close relationships with Private Client teams and be able to clearly explain investment proposition and portfolio positioning in client meetings when required.

  • Contribute to written work such as external media / PR, clients’ investment strategies etc.

  • Comply with compliance procedures at all times.

Required Skills & Knowledge

  • Degree educated and made significant progress with Investment qualifications (either via CII, CISI or CFA)

  • Hold excellent technical knowledge of Investments across multiple asset classes at an established Wealth Manager

  • Portfolio Construction experience

  • Strong knowledge of industry research and analysis tools, including FE Analytics

  • Excellent written and verbal communication skills

  • Ability to build a strong proactive working relationship with colleagues and also have direct client contact skills.

  • A natural team player, have an efficient, enthusiastic, forward thinking manner using organisational and prioritising skills

  • Resilient and hardworking, able to work well under pressure.


£45,000 - £60,000 (Depending on experience and professional qualifications) + excellent benefits

To apply for this role, please forward an up to date CV to wendy.hogan@clarkjames.co.uk

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

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