At a Glance
- Tasks: Support investment managers and clients with portfolio management and client service.
- Company: Respected wealth management firm with ambitious growth plans.
- Benefits: Gain valuable experience in investment management and career development opportunities.
- Other info: Dynamic team environment with opportunities to grow and learn.
- Why this job: Kickstart your finance career while working closely with experienced professionals.
- Qualifications: 1-3 years of investment management support experience and a passion for financial markets.
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 Junior Investment Manager will work closely with a Senior Investment Manager and will be responsible for the provision of investment management support to Investment Managers and their clients. The Junior Investment Manager will shadow the Investment Manager to support the development and maintenance of client relationships, providing excellent client service. Prepare client portfolio information and performance data to support client meetings and presentations. The Junior Investment Manager will ensure that client valuations and tax packs are accurate and complete and issued to the client, in accordance with business standards and regulatory requirements. Assist the Investment Manager through administrative support with the ongoing monitoring of client portfolios in line with company procedures and models. The Junior Investment Manager will support the Investment Manager with information to enable them to conduct their suitability reviews, in line with business standards, to enable them to deliver a good client outcome. Undertake investment research, under the direction of the Investment Manager and in line with the firm standards and processes. Assist with account opening process and day-to-day portfolio administration, as required. The Junior Investment Manager will place trades based on received instructions from Investment Managers, ensuring they are executed and booked correctly. Take orders from clients in the Execution Only Service on non-complex instruments, ensuring they are executed and booked correctly, in accordance with documented procedures. Provide support to the Investment Manager to help them maintain and grow internal and external relationships to assist in business growth. The Investment Associate will support the Investment Manager in achieving the team's target through the efficient servicing of existing and new clients. Carry out any other relevant duties within the remit of the role and as reasonably directed by management.
The Candidate:
- 1-3 years of Investment Management support experience with a desire to develop a career within Investment Management.
- Level 3 CISI qualification desirable, and willing to work towards IAD level 4.
- A real interest in Financial markets.
- Proficient in Word, Excel and PowerPoint.
Junior Investment Manager , CISI , Wealth Management , Edinburgh in Bonnyrigg employer: JJ Search Ltd
As a highly respected Wealth Management firm located in the vibrant city of Edinburgh, we pride ourselves on fostering a collaborative and supportive work culture that prioritises employee growth and development. Our Junior Investment Managers benefit from hands-on mentorship from experienced professionals, access to comprehensive training programmes, and the opportunity to engage with a diverse client base, all while contributing to our ambitious growth plans in a dynamic financial environment.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Investment Manager , CISI , Wealth Management , Edinburgh in Bonnyrigg
✨Get Involved in Finance Communities
Join investment and finance forums like CFA Society local chapters or online platforms like Financial Modeling World Championship. These communities are gold mines for networking, and they often have events where you can meet industry professionals who might lead you to that coveted role!
✨Leverage University Career Services
If you're still a student or recently graduated, don’t miss out on your university's career services. They often have partnerships with investment firms and can point you towards entry-level openings or internships—sometimes even exclusive to your uni!
✨Showcase Your Passion for Finance
Start a blog or social media account to discuss market trends or investment strategies. This not only showcases your passion but also makes you more visible to recruiters at firms like JJ Search Ltd. They'll see your commitment and insight, setting you apart from the pack.
✨Utilise Our Job Board
Check out openings directly on our website and apply through us! Tailor your application to highlight your enthusiasm for asset management. We’re all about helping you land that entry-level role in investment—let's ace this together!
We think you need these skills to ace Junior Investment Manager , CISI , Wealth Management , Edinburgh in Bonnyrigg
Some tips for your application 🫡
Show Off Your Analytical Skills:In the world of investment and asset management, we need to see your ability to crunch numbers and analyse data. Don’t just state your qualifications; showcase projects or coursework where you've applied analytical skills, like financial modelling or statistical analysis. If you’ve worked with tools like Excel, mention it—it's a big plus!
Highlight Relevant Coursework or Projects:If you have an academic background in finance, economics, or a related field, make sure to include specific modules or projects that showcase your knowledge. We love seeing how you’ve applied theory to practice, so talk about any case studies or simulations you've participated in during your studies.
Craft a Motivational Cover Letter:As this is an entry-level position, your cover letter should express your eagerness to learn and contribute. Share your passion for investment strategies and how you keep up with market trends. Let us know why you're excited about joining JJ Search Ltd and what you hope to achieve in this role!
Quantify Your Experience:Even if your experience is limited, anything you can quantify makes a difference—it could be a class project with tangible results or any relevant internships. If you’ve interned or worked on relevant projects, highlight your contributions with numbers. For instance, mention how a particular investment strategy improved a hypothetical portfolio’s performance.
How to prepare for a job interview at JJ Search Ltd
✨Mastering Financial Concepts
Brush up on key financial terms and concepts relevant to asset management, like portfolio theory and risk management. We want to be prepared for those technical questions that'll test our understanding of how investments work and how to analyse them effectively.
✨Show Your Analytical Skills
Be ready to demonstrate your analytical capabilities through practical scenarios or case studies. You might be asked to interpret financial data or analyse a given investment strategy, so having examples of your past analysis projects or relevant coursework can really help us stand out.
✨Highlight Your Enthusiasm for Finance
As an entry-level candidate, showing genuine passion for the finance world is crucial. Let’s share stories about our interest in investments and how we've sought to learn more, whether through courses, reading, or personal investments. This can really resonate with interviewers at JJ Search Ltd.
✨Prepare for Cultural Fit Questions
In entry-level interviews, cultural fit is often just as important as skills. Expect questions about how you work in teams or handle challenges. We should think about our teamwork experiences and how they align with the values of JJ Search Ltd—let’s come across as not just a candidate, but as a potential colleague.
