Investment Manager

E Fundresearch; Richmond; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading investment firm in London seeks a Trainee Investment Manager to support client administration and assist in investment decisions. The role offers a progression path to become an Investment Adviser and then an Investment Manager. Ideal candidates will have advanced Excel skills, a strong client focus, and the ability to automate tasks. This position requires excellent communication skills and a proactive mindset, ensuring a commitment to exceptional client service.

Benefits

Company pension scheme

Qualifications

• Experience in client reviews and meetings.
• Strong numerical skills and advanced Excel proficiency.
• Ability to automate repetitive tasks efficiently.

Responsibilities

• Assist in client administration and investment decisions.
• Prepare and attend client reviews and pitches.
• Monitor investment models and distribute communications.

Skills

Client review preparation

Advanced Excel skills

Automation of tasks

Excellent communication

Numerical acumen

Education

RDR qualifying level four qualification (CISI IAD or CFA Institute IMC)

Job description

Trainee Investment Manager (m f x) London

Investment Manager Vollzeit ohne Führungsaufgaben mit betrieblicher Altersvorsorge

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024).

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

We are looking to recruit a dedicated and passionate individual to join our team. The successful applicant will report directly to an investment manager with a growing book of business. They will be responsible for covering all aspects of client administration with a keen attention to detail, preparing and attending client reviews and pitches and assisting in investment decisions once qualified.

The role offers a clear progression path, with the prospect of advancing to an investment adviser following internal assessments, and eventually to an investment manager. The ideal candidate will have a strong interest in the investment management industry, be numerically minded with advanced Excel skills, and assist in the automation of recurring tasks. A strong client focus and excellent correspondence skills are essential.

The applicant will be working directly with one Investment Manager. The team has 11 members: 5 investment managers, 2 investment advisers, 3 support staff.

Key Essential Experience, Skills, and Knowledge

• Experience in preparing client reviews and pitches, attending client meetings, and taking minutes during these meetings.
• Strong numerical acumen and advanced Excel skills.
• Proficiency in automating recurring tasks, such as client communication, to enhance operational efficiency.
• Excellent communication and interpersonal skills to build and maintain strong client relationships.
• Knowledge of monitoring investment models and distributing valuations, tax packs, and periodic commentary.
• Ability to assist in investment decisions and rebalancing portfolios once qualified and signed off.

Must-Have Behaviours and Competencies

• Keen attention to detail and accuracy in all tasks.
• Strong client focus and dedication to delivering exceptional service.
• Independent worker and thinker with a proactive and entrepreneurial mindset.
• Collaborative team player who supports colleagues' professional growth and development.
• Commitment to adhering to regulatory standards and ensuring compliance.
• Willingness to learn and adapt to new challenges and opportunities.

Mandatory Professional Qualifications

• RDR qualifying level four qualification such as CISI IAD or CFA Institute IMC.

85 Queen Victoria Street, GB-EC4V 4AB London