Investment Portfolio Associate
3 days ago
We are seeking an experienced and skilled Investment Portfolio Associate to join our team at Schroders Recruitment. As a key member of our charity investment team, you will play a vital role in providing exceptional client service and investment management expertise to our clients.
About the Role
The successful candidate will have excellent IT skills, particularly with Microsoft Office, and be proficient in global financial news and markets. A strong interest in working with charities, endowments, and foundations is essential, as well as a focus on sustainability. Holding the Investment Advice Diploma (IAD) qualification or equivalent Level 4 FCA approved qualification is preferred, and willingness to study the CISI Masters in Wealth Management or equivalent FCA approved qualification is also desirable.
Key Responsibilities
- Support a number of Portfolio Managers and Directors in managing client relationships and investments.
- Assist in managing clients' portfolios in line with agreed investment mandate, benchmarks, and restrictions.
- Develop a relationship of trust with clients by being an additional point of contact at Cazenove Capital Management when Portfolio Managers and Directors are not available or busy.
- React to all client-related enquiries in a timely manner and maintain a record of responses.
- Contribute to business development, including preparing investment proposals.
What We Offer
We offer a competitive salary of £45,000 per annum, depending on experience, and a range of benefits, including a pension scheme and opportunities for professional development. Our company values diversity and inclusion, and we strive to create a work environment that is welcoming and inclusive for all employees.
How to Apply
Please submit your application, including your CV and a covering letter, to [insert email]. We look forward to hearing from you
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