About The Role
PURPOSE :
The role would work across new and strategically aligned teams within the investment area who are responsible for managing the product set (investment product) but also maintaining the relationships with our key clients (investment solutions).
It is important to note the role is not one that would be directly influenced involved in investment decision making but instead is focussed on the business and regulatory side of 7IM’s fund and model business, freeing up portfolio managers to focus on investment responsibilities.
The role would be an ideal stepping stone for someone wanting to develop a product / business focussed career in the asset management space, whilst building experience across regulatory projects.
Some experience is beneficial but more important is a can-do attitude, a focus on being organised and delivering change, amidst a busy timetable of planned actions.
RESPONSIBILITIES :
Investment Product (60%)
- Be involved as a project support and, in time, project leader for a variety of investment projects, to include fund and model launches and closures, responses to regulatory change.
- To support the production of PROD documentation for our funds and model’s range.
- To support the creation of the firm’s AOV process for funds and models.
- To lead in administering the timetable of change in the funds and models area.
- To support the production of documentation for a variety of regulatory committees across the business, to include the Investment Committee, the ACD oversight Committee and the product governance and Pricing committee.
Investment Solutions Support (25%)
- To support the winning and retention of new business by being a back up point of contact for key clients.
- To support the production and maintenance of marketing materials behind our funds and model’s range.
- To support projects onboarding new clients from an investment product perspective e.g in creation of supporting documentation for our PMPS (partnership model portfolio) range.
Investment Management Support (15%)
To support the investment team and deputy CIO in a variety of ad-hoc projects, including those of strategic importance to the 7IM group.
About You
SKILLS :
- Strong teamwork skills
- Skills in project management
- Highly organised and able to manage multiple tasks simultaneously
KNOWLEDGE :
- A demonstrable interest in the investment management industry
- Some understanding of regulation and technical knowledge of pooled product structures (including UCITS) beneficial.
- Some experience in product strategy, development and management.
QUALIFICATIONS :
- Technical graduate level degree, or studying towards as part of a year in industry programme
- Professional qualifications in relation to the role such as IMC desirable, or a willingness to work towards.
OTHER RELEVANT INFORMATION :
Reports into the Deputy Chief Investment Officer and work closely on a day to day basis with the Head of Investment Product.
About Us
About 7IM
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.
They wanted everyone to have access to the sort of service and expertise that institutional investors would expect
We’ve evolved on our journey. 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 400 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
Investment Product Associate
The role would work across new and strategically aligned teams within the investment area who are responsible for managing the product set (investment product) but also maintaining the relationships with our key clients (investment solutions). To support the production of documentation for a variety...
Retail Seasonal Sales Associate-Spring Creek Centre
Join the team as a seasonal sales associate this holiday and help spread cheer! In this role, you will be the face of Bath & Body Works understanding our customers needs and helping them find the best products for themselves and others. Our associates are dedicated to delivering exceptional and con...
Holiday Asst. Location Manager- Northwest Arkansas Mall
Cherry Hill Programs brings the magic to every experience by capturing moments that last a lifetime. In partnership with retail locations, tourist attractions, and destinations across North America, Cherry Hill Programs contributes millions of holiday and souvenir experiences for children and famili...
Data Gathering & Reporting Analyst
We are hiring a Reporting Analyst to join our team in Fayetteville, AR. This role is responsible for acquiring, reporting on, and providing insights on all types of data and information. Acquire and prepare data, metrics, and briefing materials in various formats for weekly and monthly reporting. Pr...
Multi-Site Warehouse Operations Manager
The Multi-Site Warehouse Operations Manager is the driving force behind the strategic leadership of our company’s warehouse operations. Multi-Site Warehouse Operations Manager. While day-to-day activities are handled by a dedicated team, the Multi-Site Warehouse Operations Manager leads the ch...
Operations Manager
Responsibilities of Operations Manager:. The Operations Manager is responsible for:. Specific responsibilities of the Operations Manager include:. Required Education, Experience, and Qualifications for Operations Manager:. ...
Assistant Project Manager Customer Service Specialist
As an assistant Project Manager, you will assist project managers in the renovation, as well as control and communicate the budget effectively. Work alongside our Project Managers and Estimators to facilitate collaboration and communication during the restoration of residential and commercial projec...
Investment Banking Analyst
We are seeking an experienced Investment Banking Analyst to join our growing organization for an immediate start. Atleast two years of experience in investment banking, management consulting, or Big 4 transaction services. Passion for finance, investment banking, and e-commerce. ...
Project Manager
We are seeking a Project Manager to join our team and manage construction projects from conception to completion. Manage all aspects of construction projects, including scheduling, budgeting, and quality control. Develop and maintain project budgets, schedules, and progress reports. Collaborate with...
Business Continuity Analyst 2
The Business Continuity Analyst 2 will conduct Business Impact & Risk Analysis, and analyze the data captured while coaching the business unit on best practices for support during business disruption. This job was posted by : For more information, please see: The Business Continuity Analyst 2 creat...