Desk Assistant (Trainee Investment Manager)
Department: Investment Management
Employment Type: Full Time
Location: London
Description
Provide administrative support to investment service activities.
Key Responsibilities
1. Resolve administrative queries with clients and Investment Administration.
2. Be responsible for the new client account opening process.
3. Prepare transactions for processing on the Firm’s systems.
4. Check contract details against dealing data.
5. Draft client reports and correspondence that would accompany valuations, dealing letters or investment manager recommendations and responses to ad hoc client requests or queries.
6. Prepare payment, transfer and other Investment Administration forms for investment manager sign-off.
7. On request, provide factual information only relating to market indices, share prices etc.
8. Develop relationships with clients by arranging, attending and assisting at meetings as appropriate, including the preparation of necessary documentation.
9. Monitor existing and potential investments.
10. Help with analysis of investments by reading research and attending company/fund manager meetings.
11. Help with portfolio construction and ongoing monitoring of client’s portfolios.
12. In time, contribute to the firm’s investment process by contribution to morning meeting, monthly stock selection and asset allocation meetings and research of collectives.
Skills, Knowledge and Expertise
1. Studying for/passed the CISI Level 4 Investment Advice Diploma as appropriate, to complete qualification within 12 months of commencing role.
2. Degree Educated (2:1).
3. Up to 1 year’s financial services experience.
4. Demonstrable interest in City Markets and Private Client Fund Management.
5. Analytical and numerate.
6. Well organised.
7. Customer facing.
8. Good written and verbal communication skills.
9. Computer literate.
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