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Trainee Investment Manager
3 months ago
Quilter Cheviot has a rich history dating back to 1771. As one of the largest discretionary investment management firms in the UK, Quilter Cheviot has been crafting bespoke investment portfolios for individuals and families across generations, aiming to support clients in seizing lifelong opportunities and overcoming challenges. Quilter Cheviot is a vital part of Quilter, a prominent provider of advice, investments, and wealth management globally, overseeing over £114.9 billion of investments for more than 900,000 customers (as of March). Quilter plc, the group's holding company, is publicly listed on the London and Johannesburg stock exchanges.
- We are in search of an individual with a strong passion for the industry to join our expanding team. This position involves working closely with a senior Investment Manager to support in managing client portfolios.
- The responsibilities will include aiding in portfolio management, handling administrative tasks, and managing client interactions.
- Comprehensive training will be provided for this role, along with access to formal industry certifications, fostering a collaborative environment to accomplish team objectives and progress towards becoming an Investment Manager.
Level: Level 2
Department: Investment Management
Location: London
Contract type: Permanent
As a Trainee Investment Manager, you will play a key role in enhancing the client experience within a team setting. Your duties will include, but are not limited to:
- Creating investment proposal documents
- Developing client review presentations and data
- Engaging actively in team investment discussions
- Upon reaching a required qualification level, rebalancing client portfolios and assisting in managing client relationships
- Executing payments and utilizing discretion in cash allocation or new fund investments
- Monitoring team investment models
- Issuing valuations, tax documents, and regular reports
Given the central nature of your role within the team, you will also support in general administrative tasks, which may vary daily but typically involve answering calls, preparing presentations, drafting letters, and maintaining records.
Core competencies: Proficiency in Microsoft Office tools, especially Excel, Word, PowerPoint, and Outlook, is fundamental. Familiarity with Excel functions like VLOOKUP, IF, and SUMIF is necessary, and a willingness to learn more to enhance efficiency is valued. Knowledge of Macros and Pivot tables can be advantageous.
About You
We welcome applications from individuals with diverse backgrounds, enriching our inclusive work environment.
Ideally, you have prior experience as a Trainee Investment Manager or in a Portfolio Manager role, seeking greater responsibility and career progression.
To excel in this role, you should be an independent and innovative professional, driven to work in a dynamic, forward-thinking team. Having a keen interest in financial services or a solid understanding of the sector will allow you to leverage your expertise in investment management. Effective communication skills are essential.
Preferably, you possess a Financial Qualification such as the IAD, or a level 4 CISI, and are progressing towards attaining the CISI Wealth Management Qualification at level 7.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: Eligibility for our incentive scheme based on company performance and individual contributions
Pension Scheme: 10% non-contributory company pension scheme with the option for personal contributions
Private Medical Insurance: Standard single cover with the possibility of increased coverage at personal cost
Life Assurance: 4x salary coverage, with the option to enhance at personal cost
Income Protection: 75% of salary provided after 26 weeks of absence
In addition to our core benefits, we offer a variety of flexible benefits that can be selected and conveniently paid for via salary deductions.
