Portfolio Management Assistant
3 days ago
About the Opportunity
We are looking for a talented and motivated individual to join our Wealth Management team as an Assistant Fund Manager. This role offers a unique chance to develop your skills and knowledge in investment management, while working closely with experienced Portfolio Managers to deliver exceptional client service.
Your Key Responsibilities:
- Support Portfolio Managers in managing client portfolios, ensuring alignment with investment objectives and regulatory requirements
- Develop and maintain strong relationships with clients, providing timely responses to their inquiries
- Assist with the planning and execution of client meetings, helping to identify areas of improvement
- Oversee the account opening process for new clients and additional portfolios, ensuring seamless integration
- Participate in external fund manager meetings and internal investment discussions, sharing market insights and best practices
- Contribute to portfolio investment recommendations, analyzing data to inform informed decisions
- Evaluate portfolio suitability and performance, preparing comprehensive investment proposals
- Execute trades in client portfolios in accordance with instructions and investment recommendations
- Manage administrative tasks, including monitoring transaction statements and outstanding deals
Your Skills and Qualifications:
- Excellent IT skills, particularly with Microsoft Office
- A keen interest in the wealth management industry
- An interest in global financial news and markets
Our Commitment to You:
Schroders is dedicated to providing ongoing professional development opportunities, including 10 days of study leave and sponsored courses towards the CISI Level 7 Chartered Wealth Manager qualification. Our inclusive culture values diversity and promotes equal opportunities, fostering an environment where everyone can thrive.
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