We are seeking a talented Investment Manager to join the Investment Integration & Client Reporting subdivision of our Asset Management team. Reporting to a Senior Investment Manager, this exciting role combines input to asset allocation and portfolio construction of the various MW investment propositions, in addition to collaboration with consultants to enhance client outcomes.
Additionally, you will support the integration of acquired businesses and oversee bespoke client portfolios that fall outside the Centralised Investment Proposition.
What you’ll be doing
· Portfolio management: Oversee multi-asset portfolios and bespoke client accounts, ensuring alignment with client mandates and strategies.
· Strategic input: Contribute to asset allocation and investment ideas to enhance multi-asset solutions. Assist in the integration of the investment function of acquired businesses.
· Stakeholder communication: Provide clear, concise updates to consultants, clients, and external partners.
· Committee participation: Actively engage in monthly and/or quarterly meetings for portfolio management, asset allocation, risk and performance.
· Compliance: Ensure adherence to FCA regulations and maintain CPD and SPS records. Certification is required for this role.
· Key relationships: Work closely with the Asset Management and Research teams to achieve exceptional risk-adjusted returns while keeping consultants informed with relevant updates to enhance their client interactions.
What we’re looking for
· Qualifications: Minimum Level 4 investment-focused qualification required; Level 7 preferred.
· Experience: At least two years in investment management, with a background in private client or asset management preferred.
· Education: 2:1 degree or higher in engineering, economics, mathematics, statistics, operational research, accounting, or a related field preferred.
· Skills:
- extensive portfolio management and global multi-asset allocation expertise
- strong knowledge of investment structures and their impact on client outcomes
- proficiency in Microsoft Excel, FE Analytics, and Morningstar or equivalent
- exceptional written and oral communication skills, with client reporting and media experience desirable
Join us to shape the future of investment management at Mattioli Woods!
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
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