Junior Strategic & Transformation Manager

The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly – big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they’d like to invest with themselves.

Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.

We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award-winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity, and leadership. Moving to present day, on the 5th of September 2023, we announced the forthcoming change of major shareholder, from Caledonia to the Onatario Teachers Pension Plan (OTPP). This new partnership will support the continued growth of 7IM and signals the start of an exciting phase in which to join the business.

Our team, our clients and our funds under management have grown steadily over the years. From our offices in London and Edinburgh, more than 400 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.

We still follow our founders’ plan and aim to get the simple things right, wrapped up with real, honest, human service – that’s what sets us apart from everyone else.

Investment20/20 Programme

You will join as a trainee as part of the Investment20/20 trainee programme. As a trainee, you will be introduced to investment management and you will gain industry knowledge, experience and develop relationships to progress your career and develop skills to secure a permanent role. As part of the Investment20/20 programme, you will have opportunities to meet and network with over 300 trainees across the industry and participate in socials and insight events.

Purpose

To work as part of the Transformation team directly supporting the Transformation Director. The Transformation team are responsible for all Platform technology at 7IM and have outcomes focussed across Client Retention, Attracting Clients, and creating Operating Leverage.

The role will be demanding, varied, and delivery focused. You will be developed to become a key member within the Transformation team as well as across the wider business and will become the right hand to the Transformation Director. This role would suit a recent graduate who has an interest in technology, is highly driven, and looking to accelerate their career in financial services or technology. Drive and capacity for learning quickly are more important than existing experience/ skillsets. Prior hires in this role have gone on to win ‘The Bright Beginning Award – goes to the rising star of the company’ and take-up more senior roles in the organisation.

Responsibilities

• Manage a number of projects and tasks simultaneously
• Communicate progress verbally or via reporting packs
• Create, enhance, and maintain excel dashboards & PowerBI dashboards
• Write and maintain procedure and policy documents
• Challenge the wider team on their outputs ensuring quality and consistency throughout
• Produce and deliver presentations on an as needed basis
• Understand, enhance, and deliver improved processes
• Act consistently in accordance with 7IM’s Vision, Purpose and Values
• Adherence to all applicable compliance regulations
• Other, as reasonably required by your line manager and 7IM.

Requirements

• A natural aptitude for working with data sets and performing analysis
• PowerBI skills very desirable or a willingness and capability to learn
• Ability to problem solve
• Ability to use common sense to get to the right outcome
• Capable of keeping track of multiple projects and tasks all progressing at once
• Capable of handling and driving change forwards
• Capable of taking point on projects with minimal supervision
• Excellent time management, written and verbal communication skills
• Ability to prioritise your workload to ensure deadlines are met
• Great inter-personal skills, able to build relationships at all levels (internal & external)
• Excellent Microsoft Excel skills very desirable – vlookup, hlookup, pivot tables, if statements, ability to work with large data sets.
• Proficient in the use of other Microsoft programs – word, powerpoint, outlook

Skills/Other relevant information

• Based in London and expected to be in office at least 4 days / week
• A basic understanding of financial services is desirable
• Ability to work from our Edinburgh office as needed
• Graduate level

Benefits

At 7IM we offer a package of competitive benefits including, but not limited to:

• Competitive company matched pension contributions.
• Excellent Vitality private health cover (individual, partner and family options)
• Life insurance options, income protection and death in service benefits
• Competitive family friendly benefits
• 27 days annual leave plus bank holidays (increases with tenure)
• Subsidised gym membership
• Bike2work scheme.