Investment Portfolio Researcher - up to £50,000 - Ref: LT13903
This is a great opportunity for a candidate with 2-3 years’ relevant experience to join a City-based investment team and provide independent advice to clients on all aspects of personal financial planning and investment management. The role will provide the opportunity to learn about a broad range of asset classes, markets, investment funds and individual securities and to contribute to our client’s strong investment offering and comprehensive client reporting.
Roles & Responsibilities
Build knowledge of investment markets and contribute to the development of investment strategy.
Contribute material for client and Investment Committee reports.
Produce reports and analysis on investments held by clients and prospective clients.
Liaise with client teams in the production of performance reports and investment rationales.
Attend events to build relations with fund managers and acquire knowledge of a range of funds.
Research opportunities within fund sectors.
Undertake administrative tasks such as liaising with platform providers regarding fund availability and maintaining a central repository of key fund documents for model funds.
Working in the Investment Client Services stream of the Investment Team and reporting to the Investment Director.
Experience & Qualifications
Be highly numerate and proficient in Excel
Demonstrate a strong academic background, probably having graduated from a Russell Group university
Communicate clearly and concisely, and enjoy writing
Have an interest in investments, economics and business
Have strong attention to detail
Have 2 – 3 years’ relevant experience
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.