Investment Manager

Join a truly amazing team, revolutionizing the world of investments!

Wealthify is an online investment service, based in Penarth Marina near Cardiff. We’re changing investing for the better, by making it simpler, more accessible and affordable. With over 25,000 customers, we’ve grown quickly in four years, but our ambitious mission doesn’t stop there.

This exciting opportunity is to join the investment team that powers the Wealthify investment strategy. We run a series of model portfolios, both passive and ethical, and this role will play a crucial part in contributing to their successful performance. We are deliberately a small, but perfectly formed team. We’re looking for someone who can fit in with the current team, roll up their sleeves and help at all levels of the investment process. This job offers a unique opportunity to get your voice heard and make a real difference to our investment performance.

 

Things you’ll be working on

  • Fund selection:
    • Leading the fund selection and research process
    • Managing relationships with our preferred fund houses
  • Asset Allocation
    • Keeping abreast of market developments, identifying macro trends and investment opportunities
    • Input your ideas and thoughts into the asset allocation process. Coming forward with tactical and strategic ideas to trade on, or themes to explore further.
    • Attending and contributing to Investment Committee meetings
  • Investment Ops
    • Assisting with fund trading process and overseeing client rebalances
  • Communication
    • Writing client facing literature and commentary
    • Talk to high net worth customers about their investment Plans

 

The role is full time and you will be expected to work 37.5 hours per week. Core hours are 10am – 4pm, your hours can be flexible around this.

Things you’ll need
We want to make sure you are set for success and this job is right for you. Therefore, it’s important to highlight that you’ll be working in a small team. There are about 45 people in the company, with only four on the investment team. The desire to aim high, work hard, communicate effectively and articulately and having fun along the way is absolutely essential.

You should organise, prioritize and take ownership of your workload and possess an innovative self-starting character to help shape the investment function. 

What qualifications will I need?

  • Educational qualifications: to degree level
  • Relevant Investment qualifications: CISI Level 7 (or equivalent). CFA not required, but preferred.

That’s our minimum requirement, if you want to stand out, tell us what you’ve got! Experience in a similar role or extra qualifications are always a bonus 😊

What experience do I need?
For this role we require at minimum of 5 years’ experience working in the Asset or Wealth Management industry. In your cover letter please provide demonstratable experience in at least three of the four headings covered in “Things you’ll be working on”.

What you get

  • A competitive salary (depending on skills and experience)
  • 24 days holiday per year (plus bank holidays). You will also earn an extra day holiday for each year you are with us!
  • Participation in our share option scheme

And there’s more!

  • You’ll get to work in one of the hottest tech startups in Cardiff
  • Great company socials organized by our very own Ministry of Fun
  • Brand new offices with free gym, games room (and a ping pong league!)
  • Private Medical & Income Protection Insurance
  • Company Pension Plan
  • Cycle to Work Scheme

 

This is a great chance to join a dynamic, fun and friendly company that’s going places. If you would like to be considered for the role, please send a copy of your C.V. and cover letter to jobs@wealthify.com

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