Fund Manager - #1725033

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists, and teachers.

To find out more about what we do, visit our website: https://www.wesleyan.co.uk/about

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.

Your role:

We have a very rare, newly created opportunity to join Wesleyan’s award-winning in-house fund management team, which is responsible for managing approximately £7 billion of assets under management. We are seeking an experienced Fund Manager to report into the Head of Investments at a time of exciting change for our organisation. You will be working in a supportive, flexible department that will encourage and enable your development and support your wellbeing.

With joint responsibility for Wesleyan’s global equity and fixed income research in this varied role you will have multi-asset responsibilities. The purpose of this role is to maximise investment returns, subject to appropriate risk controls and fund constraints, whilst assisting in the generation of investment ideas and strategy for the wider team through fundamental research and analysis.

What you’ll be doing:

• Sole Fund Management responsibility (including risk control and liquidity monitoring) for specific investment funds (spanning Life, Pension and Unit Trust funds), which will be monitored for performance purposes against agreed peer groups and benchmarks; investment funds vary from single asset (equities) to mixed asset (fixed income, property and equity), <£10m to >£3bn
• Equity, Fixed Income and Treasury trading duties on behalf of Society investment funds
• Reporting to Executive and Board committees, as required
• Report writing and investment-related communication responsibilities, including marketing requirements, relating to investments, as required
• Shared responsibility for implementing Wesleyan’s approach to Sustainable Investing, for Wesleyan’s trading activities and investment systems and for Wesleyan’s macroeconomic research and associated strategies

We’re looking for:

• Our ideal candidate needs to be adjudged as FCA competent for discretionary investment management and must hold a suitable professional qualification, such as being a CFA charter holder or equivalent.
• You will be an experienced fund manager with a track record of excellent fund performance together with strong communication skills (both verbal and written) and a self-starter with a good eye for detail.
• With more focus on Sustainable Investing, we would ideally like someone who is aware of the implications and impact on the investment world, complementing our mutual structure and our values

This newly established role will provide a fantastic opportunity to join us at an exciting stage of our organisational change. We are looking for someone with determination to make a positive change to continue to build an inclusive and diverse organisation, if this resonates with you, if you have something to offer then we can’t wait to hear from you.

Benefits:

• Annual Performance based Bonus – based on a mixture of company and personal performance
• 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service
• Company pension scheme - matched plus 2% (up to 10%)
• Free secure underground Birmingham city centre parking (available on weekends for personal use – subject to availability)
• Cashback and discounts on major brands in retail, leisure, health, and wellbeing
• Enhanced maternity & paternity pay
• 2 volunteering days per year
• PMI

To find out more about some of the great benefits Wesleyan offer, visit our careers page: https://careers.wesleyan.co.uk/applicantPortal/rewards

What to know before applying:

Equal Opportunities: Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

VISA Sponsorship: We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Advert Closing: We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.

Regulatory Requirements: Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).