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