At a Glance
- Tasks: Assist in maintaining and implementing investment propositions while ensuring compliance.
- Company: Respected Wealth Management firm with ambitious growth plans.
- Benefits: Gain valuable experience in a dynamic environment with career progression opportunities.
- Other info: Develop strong skills in portfolio implementation and wealth management processes.
- Why this job: Join a team where your ideas can improve efficiency and impact real investment decisions.
- Qualifications: Recent 2.1 Graduate in Investment or Economics; CISI Level 3 qualified preferred.
The predicted salary is between 30000 - 40000 £ per year.
The
Company: A highly respected and professional Wealth Management firm with ambitious growth plans.
The
Role: The Trainee Portfolio Analyst will assist with the maintenance and implementation of all centralised investment propositions across internal and external platform s.
The Trainee Portfolio Analyst will interact and liaise with various parts of the Wealth Management business to implement and facilitate the investment process from the point of an investment decision through to the transactions for underlying clien ts.
Develop new ideas and solutions to improve efficiency in the centralised investment propositions to scale up the service and meet the growing needs of the Investment business.
At all times ensure full compliance with the regulatory and organisatio nal.
The Trainee Portfolio Analyst will assist the team with maintenance and implementation of the central investment propositions and independent checks on bulk trading and rebalan cing.
Build an understanding of the variety of platforms and products (Bonds, SIPPs, ISAs) that are used in the Wealth Management central investment propositions.
Assist with the collation and distribution of MI from external platforms as required by the business.
Assist the team with the multi asset fund of fund range and ensuring daily responsibilities are fulfilled, e.
NAV oversight and monitoring inflows and out flows.
The Portfolio Implementation Analyst will assist the team with ongoing projects.
Always deliver excellent support to the front office and exception client service to support good o utcome.
The C andidate A recent 2.1 Graduate – with an Investment related or Economics degree.
CISI Level 3 qualified – keen to work towards this quali fication Excellent understanding of Microsoft Excel with intermediate level of VBA pro gramming Strong knowledge of statistical methods and how they can be applied to finance.
Keen to build an excellent knowledge of Wealth Management procedures and p rocesses Understand the Regulatory and Compliance requ irements A strong knowledge of portfolio implem entation Excellent organisational skills and time management skills and the ability to work in advance of deadlines and prioritising multip le tasks
