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Investment Manager jobs in Dorset, England


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Investment Manager

£40000 - £45000/annum

Dorset, England

An stimulating opportunity has arisen for a capable Investment Manager to become part of a well-established and growing team in Dorset. Working alongside Senior Directors of the business. andbull; The work will involve private client management, research and general fund management support. andbull; This will include personal capital gains tax, asset allocation and structure of the Funds, along with their administration and investment management processes. andbull; Private clientandrsquo;s portfolio management will include the following:
andbull; Asset allocation including rebalancing of portfolios and liquidity. Day to day reviews of clientandrsquo;s portfolio to include monitoring and collating information for the clientandrsquo;s managers; this will include a certain amount of general client administration work. Statistical work will include the collection, maintenance of data. This is also used in support of monthly Fact Sheets, Quarterly Reports. andbull; To carry out general duties in the investment department andbull; To maintain a detailed understanding of all aspects of the investment and markets andbull; To maintain detailed understanding of all technical procedures to day to day dealing. andbull; To ensure compliance with FCA requirements, the branch manual, code of conduct policies and TandC framework. Knowledge and Skills Excellent, proven interpersonal, verbal and written communication skills Demonstrate high attention to detail within your work and#xF0A7; Ability to challenge when needed, in a constructive manner and#xF0A7; Competent in using Word, Excel and Outlook Qualifications and#xF0A7; Level 6 CISI Diploma and#xF0A7; Level 7 CISI Desirable Experience Track record of strong personal organisation capabilities Reassuring and effective telephone manner

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