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- Tasks: Manage portfolios, execute trades, and support investment objectives in a dynamic team.
- Company: A leading UK investment firm with a focus on innovation and growth.
- Benefits: Competitive salary, comprehensive benefits package, and opportunities for professional development.
- Why this job: Join a passionate team and make a real impact in the investment world.
- Qualifications: Over three years of experience and CISI Level 3 Regulations Paper required.
- Other info: Excel proficiency and trade execution software experience are essential.
The predicted salary is between 36000 - 60000 £ per year.
A UK investment firm is seeking an ambitious individual to join its Portfolio Management team. This role involves managing portfolios, adhering to investment objectives, and executing trades under supervision.
Candidates should have over three years of experience in a similar role and hold the CISI Level 3 Regulations Paper. Proficiency in Excel and experience with trade execution software like IMiX are essential.
This position offers a competitive salary and benefits package.
Multi-Asset Portfolio Associate – PM Support employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Multi-Asset Portfolio Associate – PM Support
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for a Multi-Asset Portfolio Associate role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Brush up on your Excel skills! Since proficiency in Excel is essential for this role, make sure you're comfortable with advanced functions and data analysis. Consider taking a quick online course to sharpen those skills before interviews.
✨Tip Number 3
Prepare for technical questions! Given the nature of the role, be ready to discuss portfolio management strategies and trade execution processes. Practise explaining your thought process clearly and confidently.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows your enthusiasm for joining our team!
We think you need these skills to ace Multi-Asset Portfolio Associate – PM Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in portfolio management and trade execution. We want to see how your skills align with the role, so don’t be shy about showcasing your proficiency in Excel and any relevant software like IMiX.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Portfolio Management team. Share specific examples of your past experiences that relate to the job description and show us your passion for investment.
Showcase Your Qualifications: Don’t forget to mention your CISI Level 3 Regulations Paper! This qualification is key for us, so make sure it’s front and centre in your application. It shows you’ve got the knowledge we’re looking for.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Killik & Co
✨Know Your Numbers
Make sure you brush up on your portfolio management metrics and investment objectives. Be ready to discuss how you've managed portfolios in the past, including specific examples of trades you've executed and the outcomes.
✨Excel Like a Pro
Since proficiency in Excel is a must, practice using advanced functions and data analysis tools. Prepare to demonstrate your skills during the interview, perhaps by discussing a complex spreadsheet you've created or how you've used Excel to optimise trade execution.
✨Familiarise with Trade Execution Software
If you have experience with IMiX or similar software, be prepared to talk about it. If not, do some research and understand its functionalities. Showing that you're proactive about learning new tools can really impress the interviewers.
✨CISI Level 3 Regulations Paper Insights
Since holding the CISI Level 3 is essential, be ready to discuss key regulations and how they impact portfolio management. This shows that you not only have the qualification but also understand its practical implications in the role.