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Head of Investment Department
About InvestEngine

InvestEngine was launched in May 2019 by Gumtree co-founder Simon Crookall. In market shorthand, we are the next-generation investment platform that helps individuals and small businesses control, automate and optimise their investments portfolios. We were the first firm in our sector to launch an investment account for SMEs, income portfolios, and more recently our free DIY investing platform.

A lean start-up with big plans for innovative new services and growth, we are FCA-regulated and London-based — but very open to flexible working.

About the role

We are looking for an energetic, independent-minded Senior Investment Professional to be a key member of our team in London. This position will require the individual to be certified under the SMCR, with the scope to grow into a member of the executive team. We want someone who will focus on establishing our quantitative investment methodology and then applying this, with our development and compliance teams to bring innovative features to our customers.

You will oversee our premium or discretionary managed portfolios, and work on not only our investment products but industry wide initiatives for the business — whether the current or future proposition.

As a small but growing team, we'll want you to actively participate in all aspects of the business with a 'can do' and 'roll your sleeves up' attitude and willing to take on responsibility. As a start-up we are always developing our Products - and you'll be instrumental in the release of exciting new services for UK investors and later overseas.

Our expectations of you

  • To enjoy the responsibility of being the Head of Investments
  • Ensure the business uses best practice methodologies for constructing its' investment portfolios
  • Clear communication, with the ability to discuss our products and methodologies with the media, stakeholders and our clients
  • Be fully aware of the key current academic and professional standards, but not limited to:
    • Modern portfolio theory and personalised risk tolerances
    • Diverse asset class selection methods
    • Benchmarks
    • Rebalancing techniques
    • ETF selection criteria
  • Being proportionate to implementing a Compliance Framework to a 'start-up' Company and implement a monitoring regime which will improve customer experience, be commercially sensitive, reduces cost and risks to our business
  • Be passionate about fintech businesses, you will use your knowledge and experience to help formulate strategy, propose solutions and manage risk
  • Be a leader in product vision and marketing strategy through proactive engagement with the team members
  • To maintain a strong knowledge of the UK Investment Market and Regulatory infrastructure
  • Being part of the team delivering solution solving via expert advice and guidanc

What you will need

  • Be driven and determined to be part of a high-growth start-up team where you will have the opportunity to make a significant impact
  • To be prepared and be flexible in research through, knowledge and using industry contacts, to find answers where you may not have previous experience
  • Experience of working in financial services, ideally in B2C investment management, which will involve market abuse, best execution and the MiFID II requirements. With a sound knowledge of international expansions and pensions for UK investors
  • An understanding of investment operations and ability to help optimise systems and processes
  • Inspiring Leader of a team and influencer at all levels of an organization
  • Deep understanding of all academic and professional modern portfolio management techniques
  • Strong Knowledge of Industry Standards, FCA Rules/Guidance and other relevant legal and regulatory requirements.
  • Outstanding presentation and communication skills
  • The ability to restructure complex problems, making them more manageable, and to assist colleagues — with a service delivery attitude
  • Awareness of the changing investment management landscape and the curiosity to find opportunities in technology, market developments, though these changes
  • At least 5 years of directly relevant experience as a Senior Investment Manager or Head of Investments and have been a certified and/or Senior Management Function Holder previously.
  • Ideally have obtained industry qualifications relating investment management such as IMC (CFA) or IAD (CISI)
  • Knowledge and experience of systems required to carry out your role, including Bloomberg, Microsoft Office Suite (particularly Excel), VBA. Understanding of programming languages is desirable.

Who we are looking for

An outstanding academic and professional track record, with hands on experience running systematic, statistically-driven, scalable trading strategies. Portfolio Manager candidates should have experience with all aspects of the research process including methodology selection, data collection and analysis, testing, prototyping, backtesting, and performance monitoring. We seek individuals who are innovative, intellectually driven with an intense curiosity about financial markets and human behavior.

You must be someone who can fit into a diverse and growing team that shares the desire to disrupt and succeed. You will be comfortable working autonomously and taking ownership/responsibility of projects, problems and their solutions. We like transparency and communication, especially given that we're often working flexibly (not just in lockdown), and being open-minded and flexible are key at InvestEngine.

If you feel you're a suitable candidate for this position, please do not hesitate to apply and find out more.
    Growth Marketing Lead
    About InvestEngine

    InvestEngine is an ETF investment platform that delivers long term portfolio building tools to the UK market, from detailed analytical data on investment portfolios to smooth, easy automated processes. InvestEngine was founded by Simon Crookall, the founder of Gumtree, and seeks to use the vast experience of its team to create the best do it yourself investment platform in the market.

    About the Role

    We're looking for a Growth Marketer to join our team to supercharge our growth and add power to our client acquisition effort. From analysing past campaigns, client data and business intelligence, to unearthing new opportunities to grow our business.

    The ideal candidate will have a successful track record of pushing consumer facing businesses, preferably in the finance sector, to grow and optimise their acquisition channels in a fast-paced environment.

    What you'll do

    • Be a key player in defining, implementing, and optimising our growth and acquisition strategies. This may come from maintaining and developing our performance marketing channels or exploring new channels
    • Create ideas around growth opportunities and blockers, test, learn and iterate for optimal effectiveness – ultimately ensuring the right message, reaches the right audiences in the most effective way
    • You'll manage paid, owned & earned campaigns across a range of channels, using data to drive decisions and achieve maximum return on investment.
    • Get under the hood of core business metrics - aligning our marketing and business efforts with a core set of KPIs
    • Provide regular reports on marketing and business performance
    • Support the Head of Marketing with wider strategic goals of the business

    Who you are

    • 5+ years experience in B2C marketing in a high-performing team and company or agency with aggressive growth goals
    • You're confident in using data across all platforms to understand users or assess if your campaigns and efforts are delivering value
    • Able to demonstrate proficiency with multiple channels of paid marketing - SEM, SEO, social, mobile, display, affiliate
    • Experienced in dealing with marketing automation and user activation campaigns is beneficial
    • Strong experience in planning and executing data analysis
    • Experience and understanding of the full marketing funnel, respective KPIs, multi-touch attribution and related financial metrics
    • Strong communication skills
    • Highly proactive with a willingness and ability to get hands dirty
    • Experience and understanding of finance or the finance industry is a plus
    • Demonstrated interest in personal finance is a big plus
    • Takes as much pride in seeing their team win as they do in seeing themselves win

    If you feel you're a suitable candidate for this position, please do not hesitate to
    apply and find out more.
      Marketing Executive

      We are InvestEngine, an exciting new investment platform in the Fintech space looking to change the way people look after their money and invest in their future. No more flutters on crypto or trading away hard-earned cash on yesterday's biggest tech firm. We are building the platform for real people to make the most of their investments in the right way for them.

      But how is everyone going to know just how amazing InvestEngine is?

      That's where you come in! We are looking for several new additions to the marketing team to help get the word out. We are looking for multi-skilled, enthusiastic people at the beginning of their careers that want to make a difference to a small team by showing all they have to offer. We want to add a lot of skills and energy to the InvestEngine team, and let you carve out and develop your role as we grow together.

      We are focusing on bringing in the right people with a great mix of skills, but to give you a flavour of what you might be doing…

      • Building and maintaining relationships with our partners and influencers, building great verticals that increase customer acquisition and achieve solid CPA
      • Create, design and collaborate on campaigns and content aimed at achieving our marketing goals, from acquisition to brand and product awareness.
      • Be part of the voice of InvestEngine - writing blogs, web pages, social posts and just about any content you can think of
      • Providing marketing data analysis on our KPIs for internal and external stakeholders – customer levels, channel success, CPA, conversion etc
      • Getting technical with our developers on product and asset development
      • Getting involved with design where possible and contributing to the overall design language and branding of the business
      • Providing ideas and innovation to drive the direction of the company – your voice will be heard
      Who are we looking for?

      • Graduates with relevant marketing, communications or business degrees, or those who've had a little perm or internship experience
      • Energy and passion in abundance – people who are going to push the boundaries and thrive on the opportunity to do so
      • Ability to take initiative and ownership in a small team, carving out the role as your own
      • Understanding of digital and mass marketing
      • Strong communication skills, internally and externally
      • Dynamic approach to our managing workload, being able to flip between team projects and individual targets
      How can we help you?

      Today we are a small, agile team that see collaboration as the best way to take InvestEngine forward. If you want a structured, 9-5 with a set list of "To-Dos" then to be honest, InvestEngine probably isn't the place for you. But if growth means a lot to you, both personal and professionally, we offer an open-minded and flexible environment that can help you grow just as much as you help us.

      InvestEngine (UK) Limited
      Office 327
      The Metal Box Factory
      30 Great Guildford Street
      London, SE1 0HS