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Graduate Investment Banking Associate Private

3 months ago


London, Greater London, United Kingdom GradBay Full time

The Business

A global private banking group operating in over 30 locations worldwide with a focus on financial planning, offshore trust, investment management, company formation and management.


The Job

You will join the FX Trading Team as a Graduate Investment Associate engaging in the preparation of meetings and subsequent documents according to the research process in place along with some data analysis and administrative duties too.


This is an excellent opportunity for a recent graduate looking to start their career in Private Banking, offering excellent training and career development opportunity.

Job Breakdown

  • Learning how to use financial industry systems such as Bloomberg and Morningstar Direct.
  • Conducting research on different asset classes.
  • Helping to produce documents, briefing papers and presentations.
  • Produce meeting packs for departmental update meetings.
  • Booking FX Trades into the system
  • Manage correspondence with clients
  • Admin of running a desk e.g. account balance statements or large family accounts
  • Inputting trades into the system
  • Send out statements and valuations
  • Attending meetings with external fund managers and provide input to report writing following these meetings.
  • Educated to degree level
  • Interest to start a career in finance, banking, investment, or wealth management
  • Analytical mindset
- keeps up to date on latest news affecting global financial markets

  • Willing to work hard and input high energy levels to achieving professional targets
  • Prepared to work in a professional and sometimes highpressure environment
  • Excited by the prospect of a career in Private Banking and the benefits it offers
  • A collaborative and driven individual

Benefits:

  • Private medical insurance
  • Life and critical illness policy
  • Pension
  • 23 days annual leave
  • Discretionary end of year bonus