Investment Manager

To conduct fund research – this is initially going to be the main focus of the successful candidate
To manage
portfolios as part of a team and
implement 7IM’s investment strategy
To challenge and improve our investment process
To provide client support and help promoting our investment products and services
In this role, it's essential that you consistently follow the FCA's Consumer Duty principles. You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.
Responsibilities
To select, monitor and review third party funds (actively and passively managed) and maintain a list of best-in-class funds providing different types of exposures - the successful candidate will be assigned several sectors
Using those best-in-class funds, to
construct and manage the assigned sector portfolio(s) with a detailed understanding of the underlying style and factor exposures
Produce detailed analysis of assigned sectors and asset classes and provided clear, concise and reasoned recommendations to the rest of the investment team
To produce data, with background analysis, written or oral, upon request to help in the production of reports and presentations for the team and for marketing requirements
To monitor
and be an effective member of the team managing 7IM funds and models
To execute, check and approve
related trades
To provide constructive challenge in
investment team discussion in relation to fund selection or wider tactical positioning
To participate actively in the wider investment team’s
work to improve all elements of our investment process, including the SAA and TAA
To contribute investment insights and ideas from external fund manager meetings
Client support :
To support Investment and Model Solutions teams in their business development and client servicing efforts
To contribute to the production of quarterly client reports, other written investment communication, webinars and similar
To undertake any other tasks from time to time as directed by the line manager About You Knowledge
Economic and financial markets knowledge
Minimum of three years specialist fund research experience
Experience with the use of Morningstar Direct, Bloomberg and MS Office, in particular Excel
Qualifications
Degree level qualified
Passed IMC Unit 1 module, or working towards it
Gained, or working towards gaining, the CFA designation
Skills/Other relevant information
Investment intellect and strong analytical skills
Numerical accuracy and attention to detail
Strong interpersonal and communication skills
Attention to detail is crucial
Reports into the Head of Portfolio Management
This role is captured under the certification regime About Us
The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly – big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they’d like to invest with themselves.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multiasset approach. In 2020 we continued our long-term growth strategy and acquired the award-winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity, and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh, and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
We still follow our founders’ plan and aim to get the simple things right all wrapped up with real, honest, human service – that’s what sets us apart from everyone else.
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