At a Glance
- Tasks: Assist in investment strategy and client administration while studying to become a junior investment manager.
- Company: Join TrinityBridge, a leading UK Wealth Manager with a focus on client relationships and sustainability.
- Benefits: Inclusive benefits, flexible working options, and support for personal and professional growth.
- Other info: Diverse and inclusive workplace committed to equality and accessibility.
- Why this job: Kickstart your finance career with hands-on experience and the chance to make a real impact.
- Qualifications: Undergraduate education, strong attention to detail, and a keen interest in finance.
The predicted salary is between 40500 - 49500 £ per year.
As a member of one of the Bespoke Investment Management teams in London, you will assist in both investment strategy and administration for existing and new clients. You will also commence or continue your study to enable you to develop into a junior investment manager, undertaking the CISI or CFA exam program over a three-to-four-year period.
Key responsibilities:
- Assisting Investment Managers with managing client relationships including the regular reporting and suitability review process.
- Helping to co-ordinate new client pitches and supporting the onboarding of new clients.
- Assist clients with all administration-related queries, offering support to other team members if required to efficiently and effectively respond.
- Assist with correct record keeping practices across the team, highlighting and rectifying any issues across company systems.
- Gather and assist in the production of suitability documentation and ensure reviews are completed as required according to individual client agreements.
- Supporting team and firmwide investment process.
- Organising reporting for monthly team investment meetings.
- Helping prepare internal and external investment reports.
- Working with Financial Planners for Integrated Clients.
- Proactively seek to improve on processes and procedures, challenging where required.
- Taking an active role in their own continuous learning.
Regulatory responsibilities | Compliance/T&C:
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
- Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
About you | Qualifications, skills and strengths:
- Educated to at least undergraduate level.
- Excellent attention to detail.
- Strong interest in finance, economics and companies.
- Numerate with strong MS Office skills, especially Excel and PowerPoint.
- Strong communication, presentational and interpersonal skills (verbal and written) including report writing.
- Proactive nature, demonstrating a desire to gain efficiencies and improve procedures.
- Ability to work to tight deadlines with consistent accuracy and willing to help and assist to get the right client outcome.
- Confident to suggest ways of improving the service currently offered especially in relation to use of AI.
- Proven ability to take the initiative.
- Team player.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Investment Assistant in London employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Assistant in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like TrinityBridge. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Assistant in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to TrinityBridge.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on TrinityBridge's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at TrinityBridge
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with TrinityBridge.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at TrinityBridge will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former TrinityBridge employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
