Investment Director

Description:

Are you an experienced Investment Manager or Portfolio Manager with significant experience managing both advisory & discretionary investment services. Does working in a boutique IFA and leading on all matters pertaining to investment services appeal to you? Do you want to be working closely with the Directors of a business assisting with its growth organically rather than via capital investments from external sources.

My client, whom I have met and placed 4 members of staff with, are a boutique IFA with a presence across Kent. They are seeking an Investment Manager/Portfolio Manager with a proven track record of successfully leading both advisory and discretionary investment services.

• Responsible for the entire investment process
• Research and analysis on a weekly, monthly and quarterly basis.
• Conduct regular fund manager meetings
• Member of the Investment Committee
• Research, analysis and due diligence
• Ensuring this is documented and communicated to Investment Committee
• Assist in obtaining and securing DFM permissions from the FCA
• Marketed DFM directly to allocated target market and consumers
• Assist in growing investment services to new audiences
• Contribute to financial press on DFM matters
• Report directly to the Business Owners/Directors