The Role
Develop and distribute investment communications for IMS funds, manage SharePoint, support business development, and participate in strategy development.
Summary Generated by Built In
Support the development and distribution of investment communications for the marketing and promotion of the IMS funds to all stakeholders.
Key Responsibilities
Investment Communications & Content Creation
- Continue to develop and deliver the investment communications strategy for the IMS funds
- Produce and update client content for the IMS funds mainly in the form of external presentations, written and video commentary and FAQ materials
- Support the production of detailed investment communications internally to articulate and explain the strategy and approach of the IMS funds
SharePoint Management
- Develop and evolve the IMS SharePoint page to reflect the needs and requirements of investment managers
- Ensure that all data and documents within the IMS SharePoint page are updated and accurate
Business Development
- Support investment managers on client enquiries for new and existing IMS clients
- Develop and update a template to support investment managers on Request for Proposal (RFP) documents
- Act as a point of contact for investments managers on ad hoc IMS requests or queries
- Engage in marketing activities and organised client functions
Reporting and Administration
- Liaise with external sources on fund data and performance reporting for IMS funds
- Liaise with internal teams on the production of all regulatory and administrative documents related to the IMS funds
- Support the management and production of external regulatory reports on IMS funds
Strategy
- Contribute to developing the IMS investment strategy where appropriate.
- Participate actively in in the Firm’s projects
Skills, Knowledge and Expertise
- Preferably educated to degree level
- Passed or working towards the CISI IAD or equivalent RDR compliant qualification
- Analytical and numerate
- Good financial literacy
- Good written and verbal communication skills
- Creative
- Commercially focussed
- Well organised
About
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning.Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Winchester and York.
Skills Required
- Preferably educated to degree level
- Passed or working towards the CISI IAD or equivalent RDR compliant qualification
- Analytical and numerate
- Good financial literacy
- Good written and verbal communication skills
- Creative
- Commercially focussed
- Well organised
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The Company
What We Do
JM Finn is a leading wealth management firm that provides personalized investment and portfolio management services. By simplifying complex financial challenges, the firm aims to protect and nurture wealth across generations. With a focus on building long-term relationships based on trust, JM Finn offers comprehensive support, including wealth planning, investment structuring, and pension advice, to a diverse range of private clients, charities, and professional intermediaries across the UK.
