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For Companies At a Glance
- Tasks: Shape investment strategies and manage multi-asset portfolios with a focus on client satisfaction.
- Company: EGR Wealth, a modern investment management firm challenging traditional finance.
- Benefits: Competitive salary, hybrid working options, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in the world of investment management.
- Qualifications: Minimum 2 years in finance, strong communication skills, and relevant investment qualifications.
- Other info: Central London office with a vibrant culture and excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
EGR Wealth is a modern, dynamic investment management business offering Discretionary Fund Management (DFM) services to a diverse range of retail clients across the UK. At EGR Wealth, we believe people deserve a better service than that offered by traditional financial institutions. We are seeking a candidate with a passion for portfolio management. This role offers a unique opportunity to shape our investment strategies and launch your own investing philosophy.
Roles and Responsibilities
- The successful candidate will have a keen desire to learn the operations of a successful discretionary fund management business.
- Trading & Portfolio Management: Manage the end-to-end process for full disinvestment transfers, ensuring all necessary trade authorisations are obtained before execution. Calculate pro-rata amounts required for regular income payments and SIPP fees, executing sales accordingly to maintain the portfolio mandate. Utilise management software functions to perform fund switches and ensure portfolios remain aligned with the target strategy. Conduct modelling to identify and reduce deviations from the investment mandate.
- Investment Analysis and Reporting: Utilise investment skills to conduct research into funds, ETFs, and direct stocks to support decision-making. Produce performance documentation and conduct in-depth analysis to attribute performance to individual securities. Utilise FE Analytics monthly by mirroring Asset Allocation (AA) data to ensure performance tracking is accurate. Produce the DP Score report by incorporating current Asset Allocation data into the scoring document.
- Investment Administration and Marketing: Lead the production, accuracy checking, and distribution of monthly MPS factsheets and brochures. Draft and circulate investment commentary to stakeholders. Collaborate with senior staff to prepare governance packs. Address client queries professionally and promptly. Assist with the collection and preparation of data required for ad-hoc FCA submissions.
Experience and Skills
- The ideal candidate will have the following:
- Minimum 2 years of experience in the financial industry.
- Proficiency with financial software packages, specifically FE Analytics.
- Strong organizational and time management skills with the ability to prioritise and multi-task effectively.
- Excellent written and verbal communication skills, especially for drafting investment commentary.
- A strong work ethic and the ability to work independently using their own initiative.
Qualifications
- Part or fully qualified with CISI Level 4 professional investment qualifications (minimum). Following exams applicable:
- CISI / CII - Certificate in Discretionary Investment Management
- CII - CF1 - UK financial services, regulation and ethics
- CII - RO1 Paper - Regulation and Ethics
- CFA Institute - Investment Management Certificate
- Willingness to work towards further Investment Management qualifications to become a registered professional.
Central London (near Fernchurch St station) office-based role with some structured hybrid working from home hours.
Asset Management Executive - Multi-Asset Portfolios in City of London employer: EGR Wealth Ltd
Contact Detail:
EGR Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Management Executive - Multi-Asset Portfolios in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the asset management field, especially those at EGR Wealth. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Show off your passion for portfolio management! When you get the chance to speak with someone from the company, share your thoughts on investment strategies and how you’d approach managing multi-asset portfolios.
✨Tip Number 3
Prepare for interviews by brushing up on your financial software skills, especially FE Analytics. Being able to discuss how you’ve used these tools in past roles will definitely impress the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the EGR Wealth team.
We think you need these skills to ace Asset Management Executive - Multi-Asset Portfolios in City of London
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for portfolio management shine through. We want to see that you’re genuinely excited about shaping investment strategies and have a keen interest in the financial industry.
Tailor Your CV: Make sure your CV is tailored to highlight relevant experience and skills that match the job description. We love seeing how your background aligns with our needs, so don’t be shy about showcasing your financial software proficiency and communication skills.
Be Clear and Concise: Keep your written application clear and to the point. We appreciate well-structured responses that get straight to the heart of what you want to convey. Avoid jargon unless it’s necessary, and make sure your passion comes across without fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at EGR Wealth Ltd
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially around portfolio management and investment strategies. Be prepared to discuss specific metrics or case studies from your past experience that demonstrate your analytical skills and understanding of the market.
✨Show Your Passion
EGR Wealth is looking for someone with a genuine passion for portfolio management. During the interview, share your personal investment philosophy and any relevant experiences that highlight your enthusiasm for the industry. This will help you stand out as a candidate who truly cares about the role.
✨Master the Software
Since proficiency with financial software like FE Analytics is crucial, make sure you’re familiar with its functionalities. If possible, practice using similar tools before the interview so you can confidently discuss how you would utilise them in your role at EGR Wealth.
✨Prepare for Client Scenarios
Given the client-facing nature of the role, think about potential client queries you might encounter and how you would address them. Practising responses to common questions will help you demonstrate your communication skills and professionalism during the interview.
