At a Glance
- Tasks: Support investment management and client relationships while shadowing experienced professionals.
- Company: Respected Wealth Management firm with ambitious growth plans.
- Benefits: Gain valuable experience in finance and career development opportunities.
- Other info: Dynamic role with opportunities for professional growth and learning.
- Why this job: Kickstart your career in investment management and make a real impact.
- Qualifications: 1-3 years of investment management support experience and Level 3 CISI qualification 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 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 the 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 is 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 Fife employer: JJ Search Ltd
As a leading Financial Services firm, we pride ourselves on fostering a dynamic work culture that prioritises employee well-being and professional growth. Our Harrogate location offers a collaborative environment where Facilities Managers can thrive, supported by comprehensive benefits and opportunities for advancement within the organisation. Join us to make a meaningful impact while enjoying a rewarding career in a vibrant community.
