Head of Tax Advantaged Products, Investment Management, Global Wealth Manager, London or Cirencester

Location
London or Cirencester - hybrid working (office/remote)
Salary
circa £99K basic plus bonus and benefits
Posted
17 May 2021
Closes
17 Jun 2021
Contract Type
Permanent
  • Oversee and manage the manager research process for tax advantaged (EIS/VCT/BR) strategies,
  • manage team of investment analysts who monitor and analyse tax advantaged strategies to ensure they meet expectations quantitatively and qualitatively.
  • Maintain an approved list of external managers in EIS/VCT/BR strategies.
  • Enhance manager research and monitoring processes.  Present at senior investment governance committees, present to partners and attend meetings with HNWIs where required, lead relationships with existing and prospective fund managers

Requires

  • Very strong technical knowledge of EIS/VCT/BR markets and investment process used by managers.  Understanding of how to manage liquidity risk.
  • Capability to make clear investment recommendations and take accountability for performance of fund managers.
  • Ability to manage a team
  • The ideal candidate will have: previous experience of tax advantaged manager research/oversight role in investment management or consulting; experience conducting fund manager research and making recommendations relating to selection and appraisal of external managers investing in venture capital and unquoted companies; proven understanding of tax advantaged markets.
  • Preferred IMC or progression with CFA exams, and experience of Aladdin/Factset/Bloomberg.

London or Cirencester, 4 days/week or full time, hybrid working (office/remote)