Investment Manager
Lime People Search & Select Ltd
Apply to this job Harrogate, gb on site Until 8/22/2026 H-1B sponsor history First posted March 27, 2025 Last posted March 27, 2025
Job description
My client is a highly successful and rapidly expanding Asset Management firm based in Yorkshire, managing client funds in excess of £1.2billion. Proving clients with a bespoke Private Wealth service.
We are urgently seeking an additional Investment Manager to join the highly successful Investment Management arm of the business. You will be Level 6/7 qualified as an Investment Manager and ideally you will have around 2+ years post qualification experience with a keen desire to succeed within Investment Management.
The key elements of the role will include:
- To manage the team’s clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process, Outliers reporting and Client Suitability requirements.
- To be instrumental in introducing new funds under management into the business.
- To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
- To maintain the highest standards of compliance in keeping with the company’s obligations to clients, counterparties and the regulator.
- To support the team in the delivery of their objectives and responsibilities.
The idea candidate will posses the following qualities:
- Excellent organisational and time management skills
- A strong work ethic and a desire to learn
- Excellent communication skills, both written and verbal
- Exceptional attention to detail
- The ability to work effectively under pressure and to use own initiative
- The ability to multi-task and prioritise effectively
- Good understanding of Microsoft Office packages, particularly Word, Excel and Outlook
My client offers a very competitive salary, annual bonus scheme, 9% non-contributory pension, 30 days holiday (rising to 35 days after 5 years) as well as other standard benefits.
Great opportunity for fairly newly qualified Investment Manager to join a highly successful firm.
About this role
Summary
Manage client investments, provide advice, develop funds, ensure compliance, support team in asset management.
Job title
Investment Manager
Experience level
2+ years post qualification
Industry
finance
Location requirements
Harrogate, UK; remote work not specified
Salary
Not specified
Visa sponsorship
H-1B sponsor history
Management role
No
Skills & keywords
Required skills
investment managementclient advisoryasset allocationcomplianceMicrosoft Office
Preferred skills
fund developmentclient relationscommunication
Specializations
asset managementclient investmentsfund managementinvestment advice
Locations
Structured locations inferred from the posting.
Harrogate, UK
On-site City
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