Trainee Portfolio Manager

Charles Stanley & Co.; London; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a Trainee Portfolio Manager to join their dynamic team. This role is pivotal in developing client relationships and supporting the Centralised Investment Process. You will engage in portfolio management tasks, assist with investment research, and collaborate across divisions to enhance service delivery. The company fosters a culture of innovation and professional growth, providing a supportive environment where your contributions will significantly impact client success. If you're eager to learn and grow in the investment sector, this is the perfect opportunity for you.

Qualifications

• University degree or equivalent experience required.
• IMC/IAD or willingness to complete is necessary.

Responsibilities

• Support portfolio management tasks including trading and risk monitoring.
• Assist with asset allocation and investment research.

Skills

Client Relationship Management

Portfolio Management

Investment Research

Risk Monitoring

Data Entry

Market Investment Knowledge

Education

University Degree

IMC/IAD Certification

CFA Pursuit

Tools

Excel

Microsoft Applications

Investment/Custody Platforms

Job description

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Job Description

About Us:
Charles Stanley Asset Management is dedicated to providing the highest standard of investment services to IFAs, Financial Planners, Investment Managers, and clients. We are committed to achieving our business objectives through exceptional service and innovative investment solutions.

Role Overview:
We are looking for a Trainee Portfolio Manager. This role involves servicing and developing relationships with existing and prospective clients and intermediaries, as well as assisting in all aspects of our Centralised Investment Process (CIP).

Key Responsibilities:

1. Support the team with portfolio management tasks, including trading, rebalancing, risk monitoring, suitability assessments, data entry, and compiling data packs.
2. Assist with asset allocation and investment research for Charles Stanley Asset Management portfolios.
3. Participate in investment meetings, produce rationales, document minutes, and store documents appropriately.
4. Monitor centralised inboxes and respond to queries promptly and efficiently.
5. Ensure all client communications are actioned and documented as required.
6. Facilitate cross-divisional collaboration within Asset Management.
7. Coordinate and produce marketing materials and other collateral.
8. Liaise with risk rating agencies to facilitate product ratings and communicate with internal stakeholders.
9. Collaborate with the Intermediary Sales Team and Marketing department regarding Asset Management products and services.
10. Ensure adherence to personnel and health & safety policies and procedures.
11. Promote a compliance culture and ensure personal compliance with all regulatory issues.
12. Stay updated on market investment information and professional developments to support portfolio managers.

Qualifications & Experience:

1. University degree or equivalent industry experience.
2. IMC/IAD or willingness to complete.
3. Willingness to pursue CFA exams.
4. Knowledge of multi-asset investment products is desirable.
5. Strong proficiency in Excel and other Microsoft applications.
6. Knowledge of third-party investment/custody platforms is desirable.

Why Join Us?
At Charles Stanley Asset Management, you will be part of a team that values collaboration, innovation, and professional growth. We offer a supportive environment where your contributions will make a significant impact on our clients and the company's success.

Application Process:
To apply, please submit your CV and a cover letter detailing your qualifications and experience. We look forward to hearing from you!