Careers

Investment Manager

Due to continued growth in assets under management, an exciting opportunity has arisen for an experienced Investment Manager to join a well-established and friendly team. Your primary role will be to ensure that client portfolios are invested in line with the underlying investment objectives and risk profiles. You will liaise regularly with clients to ensure they are kept informed, as well as providing them with the high level of service that they have become accustomed to receiving from Ramsey Crookall. The successful Candidate will have a proven track record in discretionary fund management and client relationship management.

In addition, you will be a part of the overall investment process which will include contributing to asset allocation and policy decisions as well as portfolio construction and asset selection.

Key Responsibilities

• Manage client portfolios, ensuring clients’ investment objectives are met.
• Contribute to the team’s investment process including generating investment ideas and monitoring existing investments.
• Contribute to the development of effective and efficient portfolio management processes to ensure consistency of approach across client portfolios.
• Support the team with administrative matters as required and working to resolve any client related matters.
• Develop and maintain good relationships with internal and external stakeholders.
• Contribute to the strategic development of the Investment Management team.
• Ensure that you adhere to internal policies and guidelines.

Required Job Skills

• Have an ability to review, analyse and make changes to client portfolios in reaction to market forces or changes in client circumstances.
• Have regularly participated in investment processes particularly around asset allocation, stock selection, fund selection and/or portfolio construction.
• Minimum CISI level 6 (or equivalent) qualified and maintain an SPS in line with professional body requirements.
• Be able to demonstrate a high degree of numerical and analytical ability.
• Strong IT skills in MS Office: Excel, Word, PowerPoint.
• Strong verbal and written communication skills.
• Have excellent presentation skills both written and oral.

In return Ramsey Crookall will offer you the support to develop your professional skills further and be key in the continued growth and success of our business. We also provide a healthy work/life balance. The position offers a full package of benefits and salary commensurate with experience.

Please apply by email to hr@ramseyrookall.com including your CV and covering letter by 4 June 2021