Head of Investment Management

Job Title: Head of Investment Management

Location: Oxfordshire (Hybrid working)

Salary: £ 100,000 - £ 115,000

A growing and well-regarded Wealth management firm is seeking an experienced Head of Investment Management to lead its investment function. This individual will be managing model portfolios exceeding £300m AUM, have autonomy to make their own decisions, and will report directly into the board.

The role requires someone who is technically strong, forward-thinking, and confident in bringing new ideas to the table. The ideal person would have a strong track record in a similar role and be comfortable managing and developing the investment team within the firm.

Key Responsibilities

• Lead strategic and tactical asset allocation
• Conduct in-depth fund and investment analysis
• Maintain and evolve the approved fund list
• Present market insights internally, to clients, and to the board
• Produce investment reports, commentary, and research
• Oversee investment processes, frameworks, and research databases
• Lead, support, and develop the wider investment team
• Attend occasional client meetings and seminars
• Exercise autonomy in investment decisions while reporting directly to the board

Key Requirements

• CFA or CISI Level 6 (or equivalent) and strong industry experience
• Excellent technical knowledge across investment research and portfolio management
• Proven ability to innovate, challenge thinking, and introduce new ideas
• Prior experience working with diverse client portfolios managing significant AUM
• High attention to detail with strong analytical skills
• Strong leadership skills with experience managing or mentoring a team

Salary & Benefits

• 32 days' holiday + Christmas + bank holidays
• Private medical insurance
• Pension Scheme
• Income protection & death in service
• Hybrid and Flexible working
• Annual Bonus