Private Investments Associate

A top UK Investment Manager

Description

• Maintain a deep awareness and practical understanding of l financial markets impact investment portfolios and clients (macro and micro-economic factors).
• Provide input and assist the team in ensuring all investment positions are appropriately monitored and action taken in light of markets movements, decisions from Investment Meetings or other changes.
• Assist the team with dealing activities, monitoring day to day Investment movements on FactSet and Bloomberg and placing deals directly.
• Must be able to undertake client data analysis as directed.

Profile

The individual must have the appropriate FCA qualification:

• CFA Investment Management Certificate (IMC), or equivalent, for CF7 responsibility.
• CISI Chartered Wealth Manager or CFA Levels 1 & 2 (or equivalent qualification e.g. Masters in Wealth Management), for CF7 responsibility.
• Ongoing appropriate CPD (e.g. CISI modules). Skills and Capabilities The individual is expected to demonstrate the following, working with our clients and colleagues
• Absolute focus on client service
• High standard of oral and written communication.
• Deep understanding of financial markets and asset classes.
• Exercise judgement, intellectual rigour and clarity of thought.
• Strong attention to detail and analytical mind.

Job Offer

A market leading package with a great platform to grow your career in the Investment market