At a Glance
- Tasks: Support investment management and client relationships while gaining hands-on experience.
- Company: Respected Wealth Management firm with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to grow within a supportive team and develop valuable skills.
- Why this job: Kickstart your career in finance and make a real impact in investment management.
- 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.
- 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.
- Support the Investment Manager with information to enable them to conduct their suitability reviews, in line with business standards, 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.
- 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.
- 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 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 ongoing training opportunities, and a commitment to maintaining a healthy work-life balance, making us an excellent employer for those looking to build a meaningful career in investment management.
