Trainee Investment Manager – London | Path to Adviser

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

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.