Investment Manager

Job Title:  Investment Manager

Salary:  Competitive with an excellent benefits package

Reference number: 1700

Duration:  Permanent

Learning and Development Opportunities

We choose to invest significantly in the development of our people, and regularly review the relevance and outcomes of this training. We also encourage our employees to take relevant business qualifications and offer generous support packages. Our investment professionals are required to achieve standards above the regulatory minimum with a particular focus on the Chartered Wealth Manager and Chartered Financial Analyst qualifications.

As well as an active continuous professional development offering, we provide a structured investment management career path and clear internal guidelines which detail the competencies that an individual would be expected to be able to demonstrate when moving from one level to another. Typically, individuals joining at the Investment Manager level can apply to be considered for promotion to Investment Director after approximately 3-5 years’ tenure.

Benefits and Wellbeing

We offer a comprehensive remuneration and benefits package, which is regularly reviewed to ensure that it remains competitive. Rathbones recognises the importance of an appropriate work-life balance, both to the health and welfare of employees and to the business. Whilst our 2021 engagement survey results suggest the vast majority of colleagues feel they strike the right balance between work and home life, we continue to develop our employee wellbeing offering.

In 2021, we increased the range and number of training and drop-in sessions available on wellbeing-related topics, including: building resilience, using mindfulness, managing stress, and menopause training for line managers.  Rathbones offers an Employee Assistance Programme to all employees as well as having an established internal Mental Health First Aider group, to provide points of contact for all our employees in need of someone to speak to. We continue to provide support for working parents through targeted seminars and training sessions, such as including helping new parents prepare, and how to engage with children.

Key accountabilities

• Work as part of a team, sharing information and ideas, monitoring and assessing investment data, taking appropriate action as required.
• Manage, on an individual and shared basis, client portfolios, reviewing their performance and investing funds as appropriate to generate required income.
• Advise and liaise personally with clients, ensuring that all clients receive valuations and performance measures of their portfolios
• Maintain and develop good relationships with brokers, professional advisers and other relevant organisations, carrying out desk research as necessary to ensure that investment and technical knowledge is maintained. This includes maintaining up to date knowledge of and adherence to current regulatory requirements
• Work as part of an Investment team supporting them in administrative matters, sharing information and ideas.
• Building improved contacts with clients and professional advisers in order to develop new business.
• Communicate effectively with the Investment Administration team to action or resolve client related matters.
• Report to Senior Management any concerns relating to improper business practice, e.g. insider dealing, market manipulation, money laundering etc.
• Take responsibility for ensuring the continuing professional development of oneself and of the team.
• Contribute towards the continuing development of the Group by participating in projects, committees and other activities as requested from time to time.

Knowledge and skills required

• Have an Investment Management background and experience of managing portfolios.
• Keeps up to date with developments in the industry, including new products, legislation and regulation.
• Level 7 qualified (Chartered Wealth Manager or Chartered Financial Analyst)

We aim to become the employer of choice for the wealth management sector. We are committed to equality of opportunity for all employees and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

To apply for this role, simply send your CV with a covering letter outlining how you meet the requirements of this role, current remuneration and notice period to recruit@rathbones.com. 

Please ensure that you quote reference 1748 on all correspondence.