Trainee Investment Manager

Job Title: Trainee Investment Manager
Contract Type: Permanent
Location: Reigate, Surrey
Salary: £30000 - £33000 per annum + Bonus + Benefits
Reference: 10228/001_1501685082
Contact Name: Jane Paton
Contact Email:
Job Published: August 02, 2017 15:44

Job Description

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.