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- Tasks: Produce presentations and reports using Excel, VBA, PowerPoint, and Python.
- Company: Join a leading investment management firm in London.
- Benefits: One-year traineeship with 24 days annual leave and career development opportunities.
- Why this job: Kickstart your finance career with hands-on experience in investment management.
- Qualifications: Degree in finance or related field; skills in Excel, VBA, and Python required.
- Other info: Dynamic team environment with exposure to portfolio managers and investment strategies.
The predicted salary is between 25000 - 32000 £ per year.
You will join as a trainee as part of the Investment20/20 programme. The traineeship introduces you to investment management and will provide industry knowledge, experience, and relationships that enable career development and provide skills for a permanent role. The program is a fixed‑term one‑year contract, with 24 days annual leave, based in London.
Responsibilities
- Produce and automate presentations (for portfolio reviews or investment proposals) and reports using internal front‑office tools, Excel/VBA, PowerPoint, Python, Bloomberg.
- Produce and update performance attribution on a monthly basis.
- Write and maintain VBA and Python codes to assist in portfolio analysis, positioning and performance, generating regular/ad‑hoc presentations and reports.
- Extract historical portfolio data to respond to ad‑hoc queries, RFPs and regular requirements.
- Track deliverables and deadlines to ensure high‑quality service.
- Maintain market and product knowledge in line with quality standards.
- Participate in investment strategy meetings in a supporting capacity.
Requirements
- Degree qualified in a relevant financial markets field.
- Fluent in English; additional language skills are a plus.
- Excellent verbal and written communication skills.
- Interest in Fixed Income products is beneficial.
- Team‑player approach with flexibility, reliability, responsibility and commitment.
- Experience in Excel/VBA, PowerPoint, Python.
- Ability to prioritize tasks and deliver quality results.
- Confidence and solution‑oriented mindset suitable for trading floor environment and direct access to portfolio managers.
Fixed Income – Investment Specialist Trainee employer: Investment2020
Contact Detail:
Investment2020 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fixed Income – Investment Specialist Trainee
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment management field on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that trainee role.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your work, especially if you’ve done any projects using Excel, VBA, or Python. We want to see what you can do, so make sure to highlight your technical abilities during interviews.
✨Tip Number 3
Practice makes perfect! Get comfortable with common interview questions related to fixed income and investment management. We recommend doing mock interviews with friends or mentors to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Don’t miss out on this opportunity!
We think you need these skills to ace Fixed Income – Investment Specialist Trainee
Some tips for your application 🫡
Show Your Passion for Finance: When writing your application, let your enthusiasm for fixed income and investment management shine through. We want to see that you’re genuinely interested in the field and eager to learn more!
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for this role. Highlight relevant skills like Excel, VBA, and Python, and mention any experience that aligns with the responsibilities listed in the job description.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon. We appreciate well-structured applications that are easy to read and understand.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Investment2020
✨Know Your Fixed Income Basics
Before the interview, brush up on your knowledge of fixed income products. Understand key concepts like yield curves, interest rates, and bond pricing. This will show your genuine interest in the field and help you answer technical questions confidently.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with Excel, VBA, and Python. Bring examples of how you've used these tools in past projects or coursework. If possible, practice coding a simple script or automating a task to demonstrate your skills during the interview.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about how you would handle tight deadlines or unexpected challenges in a trading environment. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, the types of projects you'll be working on, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.