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Investment Management Graduate

2 months ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

{"h1": "Investment Management Graduate Programme", "p": "At Evelyn Partners Fund Solutions Limited, we are committed to helping individuals and businesses achieve better outcomes. Our legacy is built on a strong foundation of trust and expertise, and we are seeking a talented Graduate to join our Investment Management team in Liverpool.", "ul": [{"li": "Assist Partners and Directors with regular portfolio reviews"}, {"li": "Undertake analysis of companies and collective investment schemes and relay this information to the firm-wide Investment Managers"}, {"li": "Attend investment meetings, internal/external seminars, and regulatory briefings"}, {"li": "Draft client correspondence, e.g., performance summaries, market overviews, and other ad-hoc queries"}, {"li": "Load up client trades on portfolios"}, {"li": "Communicate with other Advisers on client matters, e.g., Financial Planners, Tax Advisers, and Solicitors"}, {"li": "Liaise with Investment Settlement Operations and Treasury departments on administrative matters, e.g., stock transfers, corporate actions, international payments"}], "h2": "Key Responsibilities", "ul": [{"li": "Assist in the creation and management of bespoke investment portfolios tailored to individual clients' needs"}, {"li": "Conduct research and analysis on global economic strategies, asset classes, and sectors to inform investment decisions"}, {"li": "Develop and maintain strong relationships with clients, colleagues, and other stakeholders"}], "h2": "Requirements", "ul": [{"li": "Obtain or be predicted a minimum 2:1 degree in any discipline"}, {"li": "A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies"}, {"li": "GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths respectively"}, {"li": "Commit to completing the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications"}], "p": "We believe that diverse perspectives and experiences are the cornerstone of our success. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives.", "h1": "Join Our Team"}