Investment Manager - Charities Investment Manager - Charities …

Bruin Financial
in London, England, United Kingdom
Permanent, Full time
Last application, 27 May 20
Up to 55k
Bruin Financial
in London, England, United Kingdom
Permanent, Full time
Last application, 27 May 20
Up to 55k
We are seeking Investment Management candidates with experience in client relationships and assisting portfolio managers to join a Charities team here in London.

Key Responsibilities:

- Assisting Account Directors in running client relationships and contributing to investment decisions. 
- Attend and host client meetings, whilst providing support on new business pitches. 
- Review and monitor client portfolios and ongoing investments. 
- Prepare valuations, presentations and meeting packs for Private Client meetings

Key Skills:

- Understanding of investment strategy and strong interest in equity and bond markets
- Experience in Investment Management, specifically in the oversight of portfolios. 
- High level of interpersonal skills, experience in presenting and making new contacts.
- IMC Level 4 qualified.

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