At a Glance
- Tasks: Support Portfolio Managers in delivering tailored investment solutions and managing client relationships.
- Company: Join a leading firm in wealth management with a focus on innovation and client service.
- Benefits: Gain valuable experience, professional development opportunities, and a supportive team environment.
- Other info: Dynamic role with opportunities for growth into a Portfolio Manager position.
- Why this job: Kickstart your career in finance while making a real impact on clients' investment journeys.
- Qualifications: A passion for finance, strong communication skills, and a willingness to learn.
The predicted salary is between 25000 - 35000 £ per year.
The Model Portfolio Service (MPS) team forms part of the firm's IFA Portfolio Management function and is responsible for delivering investment services to financial advice firms. This role will work with the Bespoke MPS team, supporting the delivery of tailored portfolio solutions, working closely in partnership with the Business Development team and the wider Portfolio Management function to provide a high-quality service to advisers and clients.
Brief Role Objective
To provide investment and operational support to Portfolio Managers managing bespoke MPS portfolios and the IFA client base. Responsible for ensuring that investment, administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. You will have regular contact with the IFA client base, dealing with their enquiries and providing investment and operational support around periodic investment committee meetings. Candidate will be expected to provide ongoing operational support to the wider MPS team. Will also be expected to develop investment and macroeconomic knowledge, with a view to progressing through the ranks into becoming a Portfolio Manager.
Key Responsibilities
- Assisting in portfolio construction and investment analysis related tasks.
- Performance oversight, risk analysis and reporting for BMPS team.
- Assist the team with all aspects of relationship management, dealing with IFA queries relating to literature, platform queries, and any ad hoc queries from IFAs on performance, access to portfolios, analysis on portfolios, valuations.
- Attending research calls to build strong knowledge of funds held in client portfolios.
- Responsible for the production of monthly and quarterly reports for IFA client base.
- Prepare supporting documentation for client investment committee meetings including writing commentary, presentations and factsheets.
- Provide support on the administration for the wider MPS team as required.
- Assist with written communications / white papers, including weekly snapshots and quarterly client reports.
- Assist with ad hoc projects as directed.
- Attend internal & virtual IFA meetings with Portfolio Managers, acting in a support capacity and taking investment committee minutes.
- Develop investment knowledge by reading internal and external investment research.
Your profile
Key Skills and Technical Requirements
- Ideally previous experience in Front Office environment, ideally within Wealth Management.
- Undertakes professional development, such as completing annual CPD (log to be maintained).
- Working towards, Level 4 CISI Investment Advice Diploma/Investment Management Certificate.
- Ability to take initiative for their own work, a self-starter and team player.
- Willing to learn quickly and adapt in fast paced environment.
- Deals with all matters promptly, professionally and effectively without being reminded.
- Conducts role in accordance with LGT's procedures, within individual authorisation levels and in a compliant manner.
- Readily assists the team and the Firm in achieving its objectives.
- Undertakes other tasks or specific project work as and when requested by the Portfolio Managers.
- Makes effective use of time in order to carry out tasks to the appropriate standard.
- Adhere to all company-wide policies, procedures and compliance requirements.
Other Skills and Attributes
Good working knowledge of the Microsoft Office suite of products.
Trainee Portfolio Manager in London employer: LGT Group
As a Trainee Portfolio Manager at our firm, you will be part of a dynamic and supportive Model Portfolio Service team that prioritises professional development and collaboration. We offer a vibrant work culture where innovation is encouraged, and employees are provided with ample opportunities for growth, including pathways to becoming a Portfolio Manager. Located in a thriving financial hub, our company not only values your contributions but also invests in your future through ongoing training and mentorship.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Portfolio Manager in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their investment strategies and be ready to discuss how your skills align with their needs. This shows you're genuinely interested and well-prepared!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to build confidence. Focus on articulating your experiences and how they relate to the role of a Trainee Portfolio Manager.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Trainee Portfolio Manager in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Trainee Portfolio Manager role. Highlight any relevant experience or skills that align with the responsibilities mentioned in the job description, like portfolio construction or client relationship management.
Show Your Passion for Investment:We want to see your enthusiasm for investment and macroeconomic knowledge! Include any relevant coursework, certifications, or personal projects that demonstrate your commitment to learning and growing in this field.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points where possible to make your skills and experiences stand out. We appreciate straightforward communication, especially since you'll be dealing with clients!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at LGT Group
✨Know Your Stuff
Make sure you brush up on your investment and macroeconomic knowledge before the interview. Familiarise yourself with the latest trends in portfolio management and be ready to discuss how they might impact the IFA client base.
✨Showcase Your Team Spirit
This role is all about collaboration, so be prepared to share examples of how you've worked effectively in a team. Highlight any experiences where you’ve supported colleagues or contributed to group projects, especially in a fast-paced environment.
✨Be Ready for Questions
Expect questions about your ability to handle client queries and provide operational support. Think of specific instances where you’ve dealt with challenging situations or provided excellent service, and be ready to discuss them.
✨Prepare Your Own Questions
At the end of the interview, you’ll likely have the chance to ask questions. Prepare thoughtful ones that show your interest in the role and the company, such as inquiries about the team dynamics or the types of projects you might work on.
