Oliver James Associates

Wealth Investment Associate Manager

Edinburgh, Scotland / West Midlands, England, Birmingham / England, London
£40000 - £55000 per annum + bonus + benefits
20 Jan 2021
19 Feb 2021
Hannah Burgess
Contract Type
Full Time

Leading partner-led consultancy building a dedicated Wealth Investment team to offer a regulated retail investment management service | Seeking an Associate Manager to be based in either Edinburgh, London or Birmingham- £40-55k + bonus + benefits

Oliver James are pleased to be working with a reputable partner-led consultancy looking to build a dedicated Wealth Investment team, offering a regulated retail investment management service to create and manage 'Tailored Portfolios' for advisory firms.

Within this role you will be the day to day point of contact for clients,responsible for supporting the investment process and portfolio design, performance analysis of portfolios and production of quality monitoring reports, undertaking manager and responsible investment research and supporting on new business pitches. As Associate Manager you will also have people management responsibilities over a small team and support the timely completion of project deliverables within the team.

Role requirements:

  • Ideally FFA/FIA or CFA qualified or have made strong progress towards being qualified
  • Strong IT skills (in particular Microsoft Excel)
  • Previous experience at a Discretionary Fund manager/ Investment Manager would be an advantage but not essential
  • Ideally experience on Morningstar/FE Analytics/Lipper or equivalent

This is an excellent opportunity to join a newly founded team with unlimited scope for progression.

For further details on this role, or for a confidential discussion around how your role compares in the market, please don't hesitate to reach out on hannah.burgess@weareoliverjames.com or 0203 861 9173.

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