Graduate - Assistant Investment Manager

3 weeks ago

Stafford, United Kingdom mbf. Full time

**Graduate - Assistant Investment Manager - Stafford - Salary negotiable depending on experience, plus bonus and benefits**

MB Fitzgerald Recruitment are currently working with a Wealth & Investment Management organisation in Stafford to recruit a Graduate for their Assistant Investment Manager role. The role will be to provide wide-ranging support to one of the company's topInvestment Manager's and there will be a clear progression structure to become a qualified Investment Manager in the future.

What we are looking for:
We are looking for a focused and determined graduate with an analytical mindset and excellent communication skills. You should have a clear interest in Investments, demonstrated by qualifications or work experience. You should have strong IT skills and numericalability and will ideally have a degree from a leading university.

The main duties include:

- Supporting our Partners' work for our clients. Our clients' needs are varied and therefore so is the work.
- Some of this will be related to managing our clients' wealth:

- Attending meetings and monitoring and executing the agreed actions.
- Preparing investment reports and managing some of the associated administration.
- Portfolio management and trade execution.

In addition you will be asked to:

- Carry out investment research and due diligence, relaying your findings to the team.
- Liaise with our clients' professional service providers (solicitors, tax advisers, accountants etc.)
- Communicating with ultra-high net worth clients.
- Assisting Partners with additional projects as required

**Requirements**:

- Degree qualified
- Possess an interest in investments and markets.
- Have a desire to progress to providing discretionary and / or advisory investment services.
- Possess excellent communication and interpersonal skills.
- Understanding of spreadsheets is a distinct advantage.

On Offer:

- On offer is the opportunity to progress within a leading National organisation who will support your studies and mentor you to become an Investment Manager.
- Salary is negotiable depending on qualifications. From £20-30K plus benefits
- Full time role (9-5, Monday to Friday).
- Flexible working will be be an option for you in the future, but it will be important for your progression that you start off as an office based employee in order to shadow the Investment Manager, learning from them on the job.

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