Investment Manager - Ethical, Sustainable and Impact Investment

Rathbone Brothers Plc
Bristol, United Kingdom
Competitive with an excellent benefits package
12 May 2022
11 Jun 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Title: Investment Manager - Ethical, Sustainable and Impact Investment

Salary: Competitive with an excellent benefits package

Reference Number: VAC 1673

Duration: Permanent

Location: London or Bristol

The Role

To assist the Investment Director in the care of client portfolios, and to manage select portfolios personally. Develop investment business.

Outcomes of the Role
  • Manage, on an individual and shared basis, client portfolios, reviewing their performance and investing funds as appropriate to generate required income.
  • Expertise in running a book of clients and co-ordinating with junior members of team
  • Managing a team on a day to day basis and be the main point of contact for client and internal issues
  • Manage a wide range and volume of conflicting day to day tasks that require experience in prioritisation, ranging from basic client queries through to complex client portfolio changes
  • Work as part of a team, sharing information and ideas, monitoring and assessing investment data, taking appropriate action as required.
  • Advise and liaise personally with clients, ensuring that all clients receive valuations and performance measures of their portfolios
  • Maintain and develop good relationships with brokers, professional advisers and other relevant organisations, carrying out desk research as necessary to ensure that investment and technical knowledge is maintained. This includes maintaining up to date knowledge of and adherence to current regulatory requirements
  • Communicate effectively with the Investment Administration team to action or resolve client related matters.
  • Report to Senior Management any concerns relating to improper business practice, e.g. insider dealing, market manipulation, money laundering etc.
  • Take responsibility for ensuring the continuing professional development of oneself and of the team.
  • Contribute towards the continuing development of the Group by participating in projects, committees and other activities as requested from time to time.

Knowledge, Skills and Experience
  • Have an Investment Management background and strong experience of managing portfolios
  • Strong Investment knowledge and ability to help with a wide range of internal and client queries
  • Experienced in using initiative and be adaptable, a can-do attitude and show resilience in testing times
  • Be able to operate in standalone position with great deal of autonomy, accountability, and responsibility
  • Confidence and experience of effectively managing team members on a day to day basis
  • Ability and resilience to cope with a fast-paced role and changing priorities, used to operating to tight deadlines in a high pressure, growth environment
  • Strong excel skills - ability to pick up and deal with spreadsheets easily
  • Analytical approach to work with excellent attention to detail
  • Excellent communication and listening skills
  • Organised and action orientated
  • Keeps up to date with developments in the industry, including new products, legislation and regulation.
  • Level 7 qualified
  • ESG experience

Rathbones promote a blended working approach and the role will be a mixture of home and office working.

To apply for this role, simply send your CV with a covering letter outlining how you meet the requirements of this role, current remuneration and notice period to People Resource Partner at

Please ensure that you quote reference VAC 1673 on all correspondence.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values - those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

Our Rewards & Benefits

We offer a comprehensive remuneration package, which is regularly reviewed. Other benefits include company pension, private medical insurance, life assurance, company share scheme, income protection, season ticket loans and a range of other voluntary benefits.

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