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Investment Services Manager

  • Salary: £50000 - £70000 per annum
  • Location: Leeds, West Yorkshire
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    02 Oct 2018
  • Job reference: 30594
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
For more information please contact Graeme Hyland.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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