Investment Manager
If you''re an experienced Investment Manager who''s ready to step out from behind the committee and actually lead one, this could be the role you''ve been waiting for. Based in Marlow and backed by a national financial planning group, this Chartered Wealth Management firm is looking for someone to own its investment proposition - not just contribute to it. Salary Up to £75,000 The firm manages internally constructed model portfolios - both discretionary and advisory - alongside external multi-asset funds, and is seeking someone to lead that proposition with authority and expertise. The successful candidate will serve as the firm''s primary investment authority, sitting at the heart of the Investment Committee and driving strategy, selection, and performance oversight. This is not a back-office role. The Investment Manager will engage directly with fund managers, work alongside private clients, and shape the direction of a proposition that sits at the core of the firm''s client value offering. Key Responsibilities The Investment Manager will be responsible for: Leading investment selection, constructing and managing model portfolios across platforms, and ensuring all portfolios are managed in line with stated objectives and the firm''s investment proposition Maintaining and developing the firm''s fund buy list through ongoing research, performance assessment, and market analysis Chairing and coordinating the Investment Committee, including preparing pre-meeting ..... full job details .....
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