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Associate Fund Manager

The Central Finance Board of the Methodist Church and its FCA regulated subsidiary Epworth Investment Management Limited are hiring a full time Associate Fund Manager.

We are looking for a dynamic individual to work within our investment team to support the smooth running of our funds and client portfolios.

The basic salary will be in the range of £30,000 – £35,000 with a highly attractive pension scheme. The CFB is a not-for-profit organisation and there are therefore limited opportunities for a general bonus scheme.

Job description

LocationLondon-based with flexible working
Basic salary£30,000 – £35,000 with a highly attractive pension scheme

Background

Epworth Investment Management Ltd (Epworth) is a provider of asset and investment management services to the Charity and Faith sector in the United Kingdom. It is a wholly owned subsidiary of the Central Finance Board of the Methodist Church (CFB) and all client assets are managed following an ethical approach based upon Christian teaching. The consolidated assets under management of the two organisations are approximately £1.3bn. Epworth has a range of Charity Authorized Investment Funds and a portfolio management service. Clients are mainly Church and other faith groups.

The CFB has a long history in ethical investing dating to 1974 and is believed to have had the first ethical investment committee in the UK. Both organisations are active ethical investors with high profile company engagement and voting policies.

Summary of role

This is a great opportunity to join a small but dynamic team and be part of our plan to grow and develop our business while adhering to our strong ethical values. You will be a key part of delivering our very best portfolio outcomes to our clients. Ideally you will have some experience in a portfolio or investment support role.

The Associate Fund Manager will be a part of the investment team for the CFB and Epworth, reporting to the Head of Research. The key focus of the role will be supporting the investment team in both administrative and investment tasks. It will be quite a wide ranging role, with tasks including but not limited to:

  • Data reconciliation
  • Fund flow oversights and trade management
  • Reviewing and signing authorisations across our range of funds
  • Preparation of review packs for portfolios and funds
  • Fund data analytics
  • Supporting client reporting across Funds and portfolios.

We will support professional development, including appropriate examination support.

Skills

  • Broad understanding of portfolio management principles and tools
  • Experience in portfolio management support roles
  • Good organisational skills
  • Strong analytical and mathematical skills
  • Good interpersonal abilities
  • A willingness to learn and a positive attitude
  • Team orientation
  • Initiative and great time management skills

To apply

To apply please email Head of Research, Miles Askew and Chief Investment Strategist, Roz Amos with your CV and covering letter:

Apply for role