Trainee Investment Manager

3 weeks ago


London, Greater London, United Kingdom Regal Brooke Ltd Full time
We are seeking highly motivated individuals for the position of Graduate Trainee Investment Manager at a top investment bank.

This is a unique opportunity for recent graduates who are eager to pursue a career in investment management and are dedicated to obtaining the prestigious Chartered Financial Analyst (CFA) qualification.


As a Graduate Trainee, you will receive comprehensive training and mentorship while working alongside seasoned professionals in our esteemed investment management team.


Responsibilities:
Develop a strong understanding of the investment industry, including asset classes, financial markets, and investment strategies.

Assist senior investment managers in conducting thorough research and analysis of investment opportunities.

Participate in investment meetings and presentations, contributing insights and recommendations based on research findings.

Monitor and evaluate investment portfolios, assessing performance and risk metrics.

Prepare detailed investment reports, presenting key findings and recommendations to clients and senior management.

Collaborate with other teams, such as research, trading, and risk management, to ensure effective execution of investment strategies.

Stay updated on industry trends, economic indicators, and regulatory changes that may impact investment decisions.


Continuously expand knowledge and skills through the sponsored CFA programme, actively studying and preparing for each level of the qualification.

Complete assigned projects and ad-hoc tasks, demonstrating initiative and a willingness to learn.

Requirements:
Bachelor's degree in finance, economics, or a related field.

Strong academic record, demonstrating a solid understanding of finance and investment principles.

Excellent analytical and quantitative skills, with the ability to interpret complex financial data.

Proficiency in Microsoft Excel and financial modelling.

Strong written and verbal communication skills, with the ability to present complex concepts clearly and concisely.

Proactive and self-motivated individual with a strong attention to detail.

Ability to work effectively both independently and as part of a team.

Demonstrated interest in the financial markets and investment management.


Commitment to obtaining the CFA designation, including the willingness to dedicate personal time and effort to study for the exams.

Prior internship or work experience in finance or investment management is a plus.

Benefits:
Full sponsorship for the CFA programme, including exam fees and study materials.

Comprehensive training and mentorship from experienced investment professionals.

Exposure to a wide range of investment strategies and asset classes.

Opportunities for career growth and development within the investment management division.

Competitive salary and benefits package.

Joining as a Graduate.


The combination of comprehensive training, hands-on experience, and sponsorship for the CFA programme will equip you with the necessary skills and knowledge to thrive in the financial industry.

To apply, please submit your resume and cover letter.
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