Investment Management Associate
5 days ago
We are a global investment manager helping institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
Job OverviewWe have an exciting opportunity for an Investment Management Associate to join our Wealth Management division known as Cazenove Capital. As part of this role, you will support Portfolio Managers and Directors in managing clients' portfolios in line with their investment wishes, our rules and the regulations.
Key Responsibilities- Be a point of contact for clients, reacting to all enquiries in a timely manner and maintaining a record of responses.
- Help plan, organise and attend client meetings.
- Manage our account opening process for new clients and additional portfolios for existing clients.
- Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge and projects.
- Assist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds.
- Help assess portfolio suitability and performance and prepare investment proposals.
- Carry out trades in client portfolios in line with instructions and investment recommendations.
- Handle administrative duties promptly, including checking clients' transaction statements and monitoring outstanding deals.
- Maintain and update your knowledge through continual professional development (CPD).
- Be supported in seeking to achieve professional qualifications (RDR level 7), such as CISI Level 7 Chartered Wealth Manager qualification.
- Excellent IT skills, especially with the Microsoft Office suite.
- A keen interest in the wealth management industry.
- An interest in global financial news and markets.
We recognise potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer.
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