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Investment Management Department Manager

  • Salary: £50000 - £70000 per annum
  • Location: Leeds, West Yorkshire
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    03 Jun 2019
  • Job reference: 32777

My client is currently looking for an Investment Management Department Manager to join their business in Leeds.

Reporting to the Director of Investment Management, the role involves line managing the Leeds investment management department and the investment risk team.

  • Managing the performance of the Leeds investment management team and investment risk staff including appraisals, coaching and mentoring
  • Overseeing the management of advisory and discretionary accounts by the Leeds investment management department
  • Carrying out investment presentations
  • Developing new investment management business
  • Assisting in implementing and managing investment management change projects, in line with the firm's business plan and MIFDII requirements
  • Maintaining a good knowledge of the firm's internal systems and processes
  • Assisting with complaints and queries in regard to advisory and discretionary portfolios
  • Maintaining a detailed knowledge of all aspects of investment, including regulatory requirements and contribute to the firm's various investment research committees
  • Identifying training requirements and ensuring they are carried out
  • Strategically overseeing the other investment management sub-departments

The role requires a detailed knowledge of all aspects of investments, including regulation and industry standards as well as knowledge of management best practice and theory.

Previous experience of investment management, Consulting or asset management and performance and change management is required. Experience of leading and managing a team is also required.

Applicants should possess:

  • Good team leading and team managing skills
  • The capability to supervise and assess staff
  • The ability to manage time effectively, work accurately under pressure and prioritise workloads
  • Excellent communication skills - with the ability to handle difficult situations and deliver feedback to colleagues and clients
  • The ability to create ideas and the innovation to improve processes
  • Candidates should ideally be Level 6 qualified holding the relevant CISI or CFA qualification (or equivalent)



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