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Assistant Investment Manager

  • Salary: Up to £25000.00 per annum
  • Location: Leeds, West Yorkshire
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    16 Jul 2021
  • Job reference: 35957

My client is a UHNW wealth and investment management firm in the heart of Leeds city centre.

They are currently looking for an Assistant Investment Manager to provide support and assistance to the Investment Manager with the management of client relationships and client portfolios.

The successful applicant will receive training and support and would be expected to achieve the necessary professional qualification to progress to a key client-facing investment manager role in the fullness of time.

Key Responsibilities:

  • Assist with the management of client portfolios (for example, comparing client portfolios to model portfolios, arranging bulk trades/switches, monitoring cash movements/stock transfers, and managing income requirements)
  • Assist in preparing for and conducting client review meetings (for example, preparing performance data, attending meetings and taking notes, preparing valuations, suitability reviews, and reporting packs)
  • Assist with new business activities (for example, preparing presentations/investment proposals, attending new business pitches, researching client prospects, following-up leads, collating prospective client data and documentation)
  • To act as a link between the Investment Directors/Investment Managers and the client service and operations teams
  • To assist any of the Investment Directors/Investment Managers with any specialist roles



The Candidate

  • A desire to take the CISI Investment Advice Diploma qualification training and exams
  • A confident, professional and pragmatic approach to all duties
  • An interest in investment management
  • Numerate and good with data
  • Degree educated (minimum of 2:1 in a mainstream degree, preferably finance/maths, Economics/engineering etc.) or equivalent
  • Willingness to work towards Chartered Wealth Masters or Chartered Financial Analyst qualifications


For more information please contact Graeme Hyland on 07896 933622 or email Graeme.hyland@idexconsulting.com

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