Trainee Portfolio Manager recruitment
The Company
The Group is a highly respected international wealth management boutique, with offices in London, HK and Malta. The Group offers investment management, Trustee services, tax and general financial advice to very wealthy individuals and their families. The Investment team is based in London, managing discretionary fund of fund portfolios and an OEIC fund range.
The Role
- Part of a five strong investment team, you will support the investment Seniors in their endeavours covering global strategy, asset allocation, fund selection, portfolio construction, dealing and reporting.
- You will attend the monthly meetings including the Investment Strategy, Fund Selection and Fixed Interest gatherings. You will also attend external fund manager meetings and draft related minutes. As a developing investment professional, you will be expected to share and debate your ideas in open forum.
- You will maintain the recommended fund lists and model portfolio spreadsheets.
- As a trainee investment professional, we will fully support your ongoing development including studying for CFA accreditation.
- The role is based at our London offices, just south of St James's Park.
The Individual
- You will have been working in an investment related environment, either as a trainee portfolio manager or in a middle/back office role.
- You can evidence a genuine interest in financial markets and global economics.
- You have excellent verbal and written communicaton skills.
- You are highly numerate and very IT literate. You are comfortable writing and maintaining simple excel marco's/spreadsheets.
- You have started or would like to start studying for CFA accreditation.
- You wish to evidence your talents in an entrepreneurial, boutique environment. You enjoy working as part of a small team.
January 15, 2012
• Tags: Asset Management careers in the UK, Trainee Portfolio Manager recruitment • Posted in: Financial