Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
About The Role
PURPOSE :
To ensure the smooth day to day running of the London general office services responsibilities across 7IM & PWM space. This will include any maintenance issues, keeping the office in good state and repair to a high standard.
Communication across the business will be essential, empowerment and decision making and working closely with the Head of Facilities.
This role will report into the Head of Facilities & Office Services for the 7IM Group and will require 5 days a week presence in the office, with the possibility of some weekend work when required.
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About Us
About Us 7IM was founded in 2002 by a team of escapees from the world of big corporate finance who wanted to start the kind of organisation they’d like to invest with themselves.
Our seven founders gathered in a basement and made plans to care for clients’ money by taking a structured and disciplined approach.
Their aim was to achieve steady returns over the long term, always with an eye on risk, using up-to-the-minute technology.
In 2018, we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach.
As part of our long-term growth strategy, we acquired the award-winning London-based financial planning firm Partners Wealth Management (PWM) in 2020, followed by the acquisition of Amicus Wealth, a leading advisory firm that offers a broad spectrum of financial planning expertise, in 2023.
Both PWM and Amicus Wealth will continue to operate as independent companies, retaining their brand, identity and leadership.
In 2024, Ontario Teachers’ Pension Plan joined us as a major shareholder, backing the current management team to continue and boost 7IM’s high-growth story.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London and Edinburgh, more than 500 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
Benefits Below are some of the benefits we offer here at 7IM :
Last updated : 2024-04-23
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