Trainee Investment Management

2 weeks ago

London, United Kingdom Executive Recruitment LTD Full time

Trainee Investment Management

As one of the UK's largest discretionary investment management firms, this business has managed bespoke investment portfolios for individuals and families for generations.

The graduate programme is a structured training programme.Our aim as an investment service is to understand the needs of our clients and create tailored solutions that enable them to both preserve and grow their wealth.

We don’t limit ourselves to one in-house investment style, which means there’s no limit to the insights you can provide. Our Investment Management teams work with private individuals, and institutions to help achieve their financial aspirations. We do thisby understanding their requirements, attitude to risk and time-horizons to create and manage the most suitable investment portfolios.

As an Investment Management trainee, you’ll be learning a well-respected profession at a firm with an unparalleled reputation. We’ll teach you how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks andfunds as you evaluate risk while constructing high-performing portfolios that exceed your client's expectations.

Duties of the Trainee Investment Manager role are as follows:
Assist partners with regular portfolio reviews

Undertake basic analysis of companies

Attend investment meetings, annual compliance briefing and internal/external seminars

Draft client correspondence, e.g. valuation letters for approval by Director and responses to client queries

Liaise with Investment Settlement Operations and Treasury departments on administrative matters, e.g. stock transfers, corporate actions

Ensure familiarity and compliance with FCA requirements

Support the team by liaising with clients and their advisor

Be able to deliver first class client service and work effectively as part of a team

What training and development will I receive in my first few years?

We believe that hands-on experience is key to creating well-rounded trusted business advisers. As part of our Investment Management team you'll gain invaluable experience spending time in the investment settlement operations, middle office, compliance, treasuryand fund administration departments.

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