Overview

Position Title: Investment Director

Company: Quilter
Location: Manor House, England, United Kingdom

Job Description:

We are looking for an Investment Director/Executive Director is required to provide investment management services and/or investment advice to charity and institutional clients, working collegiately alongside senior investment directors and as part of QC’s central charity team, with a large direct client base and Charity Authorised Investment Fund. The role focuses exclusively on charities and institutions and will include taking on and managing existing relationships, whilst also being active in winning new accounts.

Responsibilities:

  • To liaise as required with the Marketing and Business Development functions in initiating and developing new business opportunities
  • Contribute to thought leadership in the charitable sector, including participation at conferences, seminars, and round table events.
  • To assist in the training and development of trainee investment managers, providing support and guidance where relevant. Maximize their potential, working with management and other
  • Investment team staff to strengthen the work of the department promoting the firm’s TCF culture.
  • To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service.

Requirements:

  • Experience of managing investments within a unitized structure beneficial
  • Experience within the Charity investment industry is essential
  • Solid working knowledge of ongoing developments within responsible investment Ideally has existing or prior trustee experience or pro-bono investment advisor roles outside of current employment
  • Experience of ethical, faith based and responsible investment mandates
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