Trainee Investment Manager

£30k - £33k pa + Bonus + Benefits
05 Aug 2017
14 Aug 2017
Our client is a leading Investment Management firm. They have an out standing opportunity for a Graduate level candidate to join one of their estabslihed teams in Surrey. The successful candidate will be expected to developed sufficient skills, experience and knowledge to become a CF30-registered Approved Person. The candidate will study for and attain the Chartered Institute of Securities and Investment (CISI) Investment Operations Certificate (Level 3), and then the CISI Level 4 Investment Advice Diploma, after which moving onto the CISI Chartered Wealth Manager qualification (Level 7). The aim is to become a qualified investment manager. Main duteis: - Assist and support investment managers. - Prepare proposals and assist with client take-on process. - Assist in timely preparation and despatch of reports and valuations. - Prepare for and attend client meetings. - Liaise with administration and settlement departments. - Develop knowledge of and comply with regulatory procedures. - Familiarity with all aspects of client administration, start to finish. - As team member help to manage growing portfolio of private client discretionary funds. - Contribute ideas to team's investment strategy. - Use Excel and Pulse to build and execute trades. - Monitor performance of portfolios using Excel, Pulse, Factset and Financial Express. - Monitor and assist investment of cash within portfolios. - Attend meetings with company management/external fund managers. - Maintain "Know Your Client" records and monitor ongoing suitability of portfolios. - Build relationship with in-house analysts. Personal Attributes: - Numerate, literate and hard working. - Reliable and enthusiastic. - Attention to detail. - Flexible. - Excellent communication skills. - Highly motivated. - Good team player.

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