Investment Assistant

Trinitybridge; Greater London; On-site; GBP 32,000 - 46,000; Full time

Job summary

TrinityBridge Limited in London is seeking a junior investment professional to assist in investment strategy and client administration. You will support Investment Managers with reporting, suitability reviews, and onboarding of new clients.

You will develop toward a junior investment manager through CISI or CFA study over three to four years, while contributing to team processes and embracing AI-enabled efficiencies.

Qualifications

• Educated to at least undergraduate level.
• Numerate with strong MS Office skills, especially Excel and PowerPoint.
• Excellent attention to detail and strong communication skills.

Responsibilities

• Assist Investment Managers with client relationships, reporting and suitability reviews.
• Coordinate new client pitches and onboarding of new clients.
• Assist clients with administration queries and support team members to respond efficiently.
• Ensure accurate record-keeping across company systems.
• Gather and assist in producing suitability documentation and reviews per client agreements.
• Support team and firmwide investment process and monthly reporting meetings.
• Prepare internal and external investment reports.
• Work with Financial Planners for Integrated Clients.
• Proactively seek to improve processes and procedures and commit to continuous learning.

Skills

MS Office

Excel

PowerPoint

Strong communication

Attention to detail

Team player

Initiative

Numerate

AI awareness

Presentational skills

Education

Undergraduate level

Job description

Role overview

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.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. #LI-EM1 #LI-SY1

Responsibilities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Requirements

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [e-mail].