At a Glance
- Tasks: Support Investment Managers in managing bespoke portfolios for high-net-worth clients.
- Company: Join a leading Private Wealth team with a focus on client success.
- Benefits: Gain exposure to investment management and work towards professional qualifications.
- Other info: Opportunity for an apprenticeship with on-the-job learning and career growth.
- Why this job: Develop your investment knowledge while making a real impact on client outcomes.
- Qualifications: Degree-level education in finance or related fields; strong analytical skills required.
The predicted salary is between 31500 - 38500 £ per year.
About the role
As an Investment Support within our Private Wealth team, you will provide valuable support to Investment Managers in the management and administration of bespoke portfolios for high-net-worth clients.
You will assist with investment research, portfolio monitoring, client reporting and the implementation of investment strategies, helping to deliver a high-quality service and positive client outcomes.
This role offers excellent exposure to the investment management process and an opportunity to develop your knowledge within a collaborative and client-focused environment. ~
Key responsibilities include
- Support the day-to-day management and administration of bespoke investment portfolios for high-net-worth clients.
- Coordinate the preparation and follow-up of client meetings, including the production of meeting packs, portfolio information and supporting documentation.
- Support the onboarding of new clients by coordinating investment-related information, documentation and internal processes, ensuring accuracy and timely completion.
- Prepare, maintain and enhance investment management reporting and related information to support effective portfolio oversight and decision-making.
- Contribute to stock, fund and bond research, producing clear research notes and analysis for Investment Managers and the Investment Committee.
- Prepare investment due diligence for review by the Investment Committee, ensuring recommendations, supporting evidence and risks are clearly documented.
- Implement investment strategies under the direction of an Investment Manager, ensuring transactions and instructions are completed accurately and in line with internal procedures.
- Maintain client portfolios, model templates and investment tools, ensuring updates are accurately reflected and recorded.
- Prepare investment proposals, target sets and other client-facing and internal documentation as .
- Develop a broad understanding of client administration processes and provide support across the team where needed.
- Assist with portfolio monitoring, performance analysis and holding reviews, highlighting areas requiring further investigation or action.
- Participate in Investment Committee activities as appropriate, contributing research, analysis and meeting support.
- Our ideal person
Essential criteria
- Degree-level education or equivalent, ideally in finance, economics, investment, business, mathematics or a related analytical discipline.
- Strong numerical and analytical skills, with the ability to interpret data, identify trends and draw clear conclusions.
- Good understanding of core investment principles, asset classes, portfolio construction and risk/return considerations, appropriate for a financial graduate.
- A genuine interest in macroeconomics, financial markets and current economic developments, with curiosity about how these factors influence investment decisions.
- Strong attention to detail and a commitment to producing accurate, high-quality work in a regulated environment.
- Proactive, organised and willing to learn, with the ability to manage competing priorities and take ownership of tasks.
- Collaborative team player with a professional approach, strong integrity and a commitment to positive client outcomes.
Desirable criteria
- Financial services or investment-related qualification at Level 4 or equivalent, such as an appropriate investment, wealth management or financial planning qualification.
- Some relevant industry experience within financial services, investment management, wealth management, asset management or a related professional environment.
- Experience supporting investment research, portfolio monitoring, client reporting or investment administration activities.
- Working knowledge of investment platforms, portfolio management systems, market data tools or Microsoft Excel for analysis and reporting.
- Learning/Development opportunities
- Work as part of a wider investment team responsible for managing £4bn of assets across funds, MPS and bespoke portfolios.
- Develop practical investment management knowledge by working closely with Investment Managers on bespoke portfolios for high-net-worth clients.
- Actively participate in stock and fund meetings, contributing research, analysis and market observations to support investment decision-making.
- Gain exposure to portfolio monitoring, performance analysis, asset allocation, risk considerations and the implementation of investment strategies.
- Work towards relevant professional qualifications, including Level 4 financial services, investment management or wealth management qualifications where appropriate.
- Develop confidence in preparing client-facing materials, investment proposals, meeting packs and internal reporting to a high professional standard.
- Grow within a supportive and collaborative environment, with opportunities over time to broaden responsibilities across research, portfolio support, client service or related investment functions.
- For suitable candidates, this role may be offered as an apprenticeship, combining on-the-job learning with a recognised professional qualification.
Investment Support in Leeds employer: The Progeny Group Limited
The Progeny Group Limited is an excellent employer, offering a dynamic work culture in Leeds that fosters collaboration and professional growth. Employees benefit from a supportive environment where their contributions are valued, alongside opportunities for skill development and career advancement within the legal sector. With a focus on client service delivery, this role allows you to work closely with experienced professionals, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Support in Leeds
✨Get Involved in Investment Communities
Dive into online forums like Wall Street Oasis or the M&A Community. Engaging in discussions and sharing insights can help you stand out and connect with professionals already in the investment and asset management sector.
✨Attend Local Finance Events
Look out for conferences, seminars, or workshops in your area related to finance and investment. These events are goldmines for networking and could potentially introduce you to hiring managers at firms like The Progeny Group Limited.
✨Leverage University Career Services
If you're currently studying, tap into your university’s career services. They often have connections to internships and are aware of apprenticeship opportunities in asset management, making them a valuable resource for us.
✨Show Your Enthusiasm for the Industry
When you’re applying for the apprenticeship, let your passion shine through! Use your cover letter and interviews to discuss recent investment trends or asset management strategies that fascinate you. This can set you apart from other candidates.
We think you need these skills to ace Investment Support in Leeds
Some tips for your application 🫡
Highlight Your Financial Acumen:When crafting your CV and cover letter, make sure to showcase any relevant coursework or certifications related to finance and investment. Include your grades if they show you excelled in relevant subjects, as this will help to demonstrate your understanding and passion for asset management.
Show Us You're Eager to Learn:Since this is an apprenticeship, it's crucial to convey your motivation and willingness to absorb new knowledge. Share your enthusiasm for the investment sector and perhaps mention any specific areas you’re keen to explore during the apprenticeship with The Progeny Group Limited.
Keep It Structured and Clear:In your application, especially your CV, stick to a clear layout that highlights your education and any relevant experience. Use bullet points for easy reading, and make sure your layout is professional – clarity is key in finance roles.
Use Real-World Examples:If you've participated in any investment clubs, competitions, or relevant internships, be sure to mention them. Real-world examples of your experience will help you stand out and show you have practical knowledge, which is especially appealing to firms in the asset management sector.
How to prepare for a job interview at The Progeny Group Limited
✨Know Your Numbers
Brush up on your financial analysis skills and be ready for numerical reasoning questions. They may ask you to interpret data from a financial report or perform calculations on investment returns, so we should get comfortable with these types of questions before the interview.
✨Show Your Interest in the Market
Make sure to keep up with current market trends and news relevant to the investment-asset management field. Be ready to discuss your insights or opinions on recent market movements or investment strategies, as this can really highlight your enthusiasm and understanding of the role.
✨Demonstrate Your Willingness to Learn
As you're applying for an apprenticeship, employers will be keen to see your eagerness to learn. Share examples of how you've tackled challenges in the past and highlight your ability to pick up new skills quickly, showing that you're ready to dive into this complex field.
✨Prepare for Case Studies
Both theoretical and practical case studies might pop up during your interview. We should prepare to analyse hypothetical investment scenarios or portfolios, discussing how we would approach managing assets or evaluating investment options. This hands-on approach will give you the chance to showcase your analytical skills directly.
