Trainee Investment Manager (ID:6944)
This is an excellent opportunity to train as an Investment Manager
in the Birmingham office of one the UKs leading investment firms. As a trainee
Investment Manager you will be working alongside to assist the Investment
Managers in the analysis, preparation and report writing of portfolio analysis for
clients. You will be running portfolio reviews to assess they meet the clients investment
requirements as well as compiling risk profiles, analysing stock selection and
benchmarking the portfolio of
investments. You will also be involved in the preparation of documentation for
client pitches and working alongside the Investment Manager to develop
business. You will also be covering the administrative duties involved in
managing clients’ portfolios.
As you will have extensive client interaction you should be
an excellent verbal communicator and highly adept at translating complex investment
portfolio information through written communication. Your client focus will
also mean that you should be comfortable in developing and maintaining business
relationships both internally and externally.
You should have a strong academic record – ideally with a
2:1 or first class degree in Economics or Banking/ Finance related subject. You
will ideally have some exposure to the wealth management/ investments sector
gained through work experience and ideally have begun to undertake further
study towards professional investment qualifications (such as CWM or CISI
diploma.)
This is an excellent company with outstanding personal
development opportunities for the right individual. For full information on the
role and other opportunities in the investments sector please call Verity
Stokes at Katie Bard.
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