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Investment Manager

We seek an assistant Investment Manager to aid the Investment Management team in maintaining client portfolios while consistently upholding high professional standards.

Employment Type 

Permanent

To enquire about the position, please submit your CV via email to hr@ramseycrookall.com

We seek an assistant Investment Manager to aid the Investment Management team in maintaining client portfolios while consistently upholding high professional standards.


Key Accountabilities:

  • Have worked in a similar role in the Financial Services or Investment Management industry.

  • Have experience communicating with clients and intermediaries.

  • Assist the Investment Management team with research, compiling literature and coordinating/attending committee meetings.

  • Prepare documentation and attend client meetings alongside the Investment Management team.


Knowledge & Skill Requirements:

  • Demonstrate knowledge and interest in the investment industry.

  • Have a working knowledge of asset classes and the investment process.

  • Possess, working or willing to work towards relevant industry qualifications (RDR Level 4).

  • High degree of numerical and analytical ability.

  • Strong IT skills.

  • Desire to learn.

  • Excellent organisational and time management skills.

  • Ability to work effectively under pressure and to use own initiative.

  • Ability to multi-task and prioritise effectively.


At Ramsey Crookall, we encourage a healthy work/life balance. In addition, you will receive the support to develop your professional skills further and will be key in the continued growth and success of our business. The position offers a full package of benefits and salary commensurate with experience.

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