Job Description

This is an investment management role for someone who is on the path to qualifying as an Investment Manager working with two experienced Investment managers but also a wider team.
The successful candidate will be expected to continue the appropriate qualifications to progress through the Investment Management career path. They will support the provision of high quality, professional investment management.

What are the primary accountabilities?

• Assist in the preparation and dispatch of reports and valuations.
• Assist in the preparation of presentation material.
• Develop knowledge of, and comply with, all regulatory and organizational requirements / procedures.
• Liaise with clients and intermediaries as required including transaction reporting correspondence.
• Prepare responses to incoming correspondence and emails as requested.
• Maintain accurate and up to date ‘Know Your Client' information.
• Keep abreast of operational and administrative procedures.
• Liaison between the team and Settlements department.
• Provide general administrative support to the team.
• Produce information for client meetings including bound meeting packs.
• Attend and support client meetings as necessary, including taking minutes.
• Familiarity with all aspects of client administration, start to finish.
• Preparation of Investment Suitability Reports
• Field, place and report execution only orders
• Assist in the management of investment portfolios of the team and monitor performance.
• Prepare written investment proposals as required.
• Analyze companies and maintain up-to-date research notes as appropriate.
• Monitor the team's suitability failures providing regular updates.
• Look for new business opportunities.
• Read financial press regularly and keep abreast of global investment themes.
• Be in the position to discuss our investment view with clients.
• Ensure skills and knowledge base is abreast of current developments.
• Complete appropriate professional examinations (as detailed below).
• Attend on-going professional training courses and events.

Required Knowledge, Skills, and Abilities

• A strong interest in investment markets.
• Competent at working to deadlines and managing time.
• Flexible attitude to work in response to changing workloads and deadlines within the team.
• Exceptional focus and attention to detail
• Good numerical skills
• Highly IT literate with an ability to learn new systems.
• Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
• Working knowledge of Fiscal and Pulse is desirable but not essential.
• Excellent interpersonal skills with the ability to communicate effectively with client relationship managers and clients.
• Excellent telephone manner.
• Proactive individual who is naturally efficient, organized, can manage time well and competent at working to deadlines.
• Focus on detail and strong work ethic
• Reliable and enthusiastic individual with a strong sense of integrity.
• A team player who is prepared to put in additional hours, if necessary, to meet deadlines.