Investment Management Graduate

1 month 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"}

  • Investment Management Graduate

    2 weeks ago

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

    Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious graduate to join our Investment Management team in Liverpool.As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and...

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    3 weeks ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

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    1 month ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

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    1 month ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

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    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

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    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

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    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

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    1 month ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

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    3 weeks ago

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  • Investment Management Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

    {"title": "Investment Management Graduate Programme", "subtitle": "Join our Investment Management team as a Graduate and develop your skills in investment analysis and portfolio management.", "content": "Evelyn Partners is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and...

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    3 weeks ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

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    4 weeks ago

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

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  • Investment Management Graduate

    4 weeks ago

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

    {"title": "Investment Management Graduate", "content": "Join Our Investment Management TeamEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.We are seeking a highly motivated and ambitious Investment...

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    3 weeks ago

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

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  • Investment Management Graduate

    3 weeks ago

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

    Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.About the RoleWe are seeking a highly motivated and ambitious graduate to join our Investment Management team in...

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  • Investment Management Graduate

    1 month ago

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

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