Hawksmoor Investment Management
Assistant Investment Manager
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Company Description
Hawksmoor Investment Management is a specialist investment management business providing high-quality discretionary management services for private clients, including trusts, pension schemes, and charities. With offices in Exeter, London, Taunton, Bath, Harrogate, Salisbury, and Worcester, Hawksmoor offers a strong regional presence and collaborative working environment.
Role Description
This full-time Assistant Investment Manager role is based on-site in London. The role involves supporting the investment manager team in the construction, monitoring, and review of client portfolios. Responsibilities include:
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- Assisting with client presentations and meetings
- Responding to client queries
- Ensuring documentation and records are accurate and compliant
- Collaborating with colleagues in other departments
- Staying informed about market developments, regulatory changes, and economic conditions that may impact client investments
Requirements
- Interest in investment management and investments
- Excellent written and verbal communication skills, with the ability to present complex information clearly to internal and external stakeholders
- High attention to detail and proactivity, strong organizational skills, and the ability to manage multiple tasks in a regulated environment
- Proficiency with Excel and strong IT skills more generally
- Demonstrated ability to work collaboratively in a team, uphold ethical standards, and maintain client confidentiality
- Ambition to qualify as an Investment manager via the CISI route
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