- Office Based
- Ideally some work experience in the finance or investment industry
- Support for further development and training
- Career Growth: We are committed to your professional development. Our client offers full support, including training towards the IMC and CFA qualifications, so you can advance your career with confidence.
- Inclusive Culture: You'll be joining a diverse, welcoming team where collaboration and support are at the heart of everything we do.
- Mentorship & Guidance: Work alongside experienced professionals who are eager to guide you in your career journey.
- Supporting Investment Managers in managing client portfolios
- Assisting with client queries and maintaining updated records
- Preparing client portfolio reports and presentations
- Executing trades and adjusting portfolios where necessary
- Assessing portfolio suitability and performance
- Conducting portfolio and fund performance analysis
- Providing the team with regular market updates
- Calculating risk and returns on portfolio