Trainee Investment Manager , Wealth Management , IAD

JJ Search
London, United Kingdom
35k - 40k
16 Aug 2022
20 Aug 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
The Client

Our client is a large entrepreneurial Investment Management firm with exciting growth prospects

The Role

This is an exciting opportunity for someone with previous experience of working within a Front Office environment , preferably within Wealth Management / Investment Management who is already IAD qualified and would be looking to take their career to the next level.

The Trainee Investment Manager will support the Investment Managers and ensure that each client receives a first class service .

The Trainee Investment Manager will have regular contact with the client base and be responsible for ensuring all administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner

The Trainee Investment Manager will be expected to develop a good understanding of institutional clients including insurance clients, pension schemes and trusts.

The Trainee Investment Manager will ensure that all current and new client account data is up to date and accurate and be responsible for production, and distribution of reports and presentations for existing and prospective clients (including valuations and end of year packs)

The Trainee Investment Manager will be responsible for ongoing and regular reporting requirements, i.e. preparation of board packs and factsheets as well as more complex reporting for institutional and regulated clients, and Defined Benefit pension schemes.

The Trainee Investment Manager will attend client meetings with Investment Managers where appropriate, with all review meetings scheduled and reports produced to a high standard and delivered on time and will provide all analytics for the team, including performance, asset allocation reports and capital gains as well as produce complex reporting for external asset manager and external custodian requirements.

The Trainee Investment Manager will prepare and collate research and stock recommendations for the Investment Managers including purchase and sale proposals

The Trainee Investment Manager will act as the liaison with the Dealers and Back Office on the settlement of deals and keeps the team abreast of any irregularities, and will maintain client lists and information including spreadsheets/databases as required including Bloomberg sheets.

The Candidate

1-2 year previous experience in Front Office / Investment Management / Wealth Management environment.

IAD qualified - ESSENTIAL

Willingness to study towards Chartered Wealth Management qualification (level 7)

Will undertake sufficient professional development for the role

Working knowledge of fixed income and equity asset classes.

Good working knowledge of the Microsoft Office suite of products.

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