Careers at Square Mile

We are recruiting for an Investment Manager to join a dynamic business based in the City of London - and we're looking for an equally dynamic person to join us.

The role

This role is part of the Investment Management team and will involve working closely with other members of the team. Duties include, but are not limited to:

Client and relationship management:

• Presenting to client’s investment committee meetings representing the Square Mile IM team. Providing investment updates on the global economy and markets, reflecting the team’s current views. Explaining the current portfolio strategy and reviewing performance.

• Clients are UK financial advisers. Investment committee meetings take place on a quarterly cycle, sometimes at the client’s workplace. The role will involve national travel and occasional overnight stays.

• Responding to ad hoc client queries on a wide range of topics such as latest market moves, questions around specific funds, mandate changes, assisting them with framing answers to questions their own clients have asked etc.

Investment management administration including:

• Help prepare information for tactical asset allocation meetings and also provide input and idea generation for those discussions, as well as on an on-going basis.

• Deal Preparation.

• Help generating and checking written client reports such as factsheets and client presentations.

• Drafting client communications and drafting PR/press communications.

• Generating, preparing or checking internal reports such as the monthly Investment Oversight Committee papers.

• Assisting with advisory portfolios, helping check the information being sent is relevant and correct.

• Liaising with the operations team to deal with platform and dealing issues, and ad hoc queries.

Requirements:

• Demonstrable interest in investment and investment management.

• Minimum IMC qualified.

• 3 years’ experience is desirable.

• Organised.

• Outgoing and articulate.

• Attention to detail.

• Competent in Excel.

• Knowledge of research tools such as FE Analytics, Refinitiv, Style and Bloomberg would be helpful.

We're a reasonably small team of people, so you'll also need to be able to build close relationships quickly with your colleagues.

About Square Mile

Square Mile is an independent investment research business that works in partnership with regulated professional financial services firms. We help advisers to develop informed investment recommendations so that, with their support, their clients can make the decisions that are right for them. Focusing first and foremost on in depth, qualitative fund research, we provide tailored support and investment services for financial advisers and institutions.

What you'll get

• As a permanent employee of Square Mile you would have access to a range of benefits including the following: Immediate membership of the Group Self Invested Personal Pension

• Access to a range of health and lifestyle benefits, including charity giving via payroll and a cycle to work scheme

• An employee mentoring scheme

• Square Mile has income protection and life assurance coverage which is of benefit to employees

What to do now

If you think this sounds like you and would be interested in applying, please contact Sharmin Nessa with your CV: [email protected]