Associate Director Investment Management
Core
Provide personalized investment advice and portfolio management to private clients, ensuring portfolios align with company investment philosophies and client risk profiles.
Role type
Associate Director, Investment Management
Builds
Client investment portfolios and relationships
Domain
Wealth Management / Private Client Investment
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Portfolio management, asset allocation, investment research, market analysis, client relationship management, risk management, pitch leadership, numeracy, analytical skills
Preferred skills
Level 7 qualification, sector specialist experience, team leadership
Technologies
N/A
Responsibilities
Construct and maintain suitable portfolios in line with client requirements and risk attitude; review portfolios regularly and make changes; place deals accurately and timely; lead client meetings; build new and develop existing client relationships; conduct investment research and sector analysis; maintain accurate client records; undertake CPD to maintain knowledge and skills.
Seniority
Senior, hands-on IC with leadership responsibilities