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Job Details

Closing Date
02/03/2018 14:40
Leeds (Head Office)
23 January 2018

Investment Management Department Manager

A vacancy has arisen in our Investment Management department within the Leeds Head Office for a full time Investment Management Department Manager.
Reporting to the Director of Investment Management, the role involves line managing the Leeds Investment Management department – and the Investment Risk Team. The role will also involve strategically managing the Investment Management sub-departments (support teams) and participating in projects to improve processes and systems.
Further responsibilities include:
  • assisting in implementing and managing investment management change projects, in line with the firm’s business plan and MIFDII requirements.
  • maintaining a good knowledge of the firm’s internal systems and processes.
  • overseeing the management of advisory and discretionary accounts by the Leeds Investment Management department.
  • assisting with complaints and queries in regard to advisory and discretionary portfolios.
  • maintaining a detailed knowledge of all aspects of investment, including regulatory requirements and contribute to the firm’s various Investment Research Committees.
  • identifying training requirements and ensuring they are carried out.
  • managing the performance of the Leeds Investment Management Team and Investment Risk staff including appraisals, coaching and mentoring.
  • strategically overseeing the other Investment Management sub-departments.
  • supporting and providing cover for the Investment Management Department Manager (Locksbottom).
  • carrying out investment presentations.
  • developing new Investment Management business.
The role requires a detailed knowledge of all aspects of investments, including regulation and industry standards as well as knowledge of management best practice and theory.
Previous experience of Investment Management, Consulting or Asset Management, and performance and change management is required. Experience of leading and managing a team is also required.
Applicants should possess:
  • good team leading and team managing skills.
  • the capability to supervise and assess staff.
  • the ability to manage time effectively, work accurately under pressure and prioritise workloads.
  • excellent communication skills – with the ability to handle difficult situations and deliver feedback to colleagues and clients.
  • the ability to create ideas and the innovation to improve processes.
Ideally all candidates will be qualified to at least industry Level 4 e.g. CISI Level 4 Investment Advice Diploma in Securities or other equivalent accredited body retail qualification relating to securities.
Strictly no recruitment agencies please. 
Hours of work: 8am to 5pm - 40 hours per week
Frequent travel may be required
Salary: competitive
If you would like to apply then please send your CV and a covering letter to:
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