JJ SEARCH LIMITED
Junior Investment Manager , CISI , Wealth Management , Edinburgh
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Junior Investment Manager , CISI , Wealth Management , Edinburgh
Junior Investment Manager
About the Company
A highly respected and professional Wealth Management firm with ambitious growth plans.
About the Role
The Junior Investment Manager will work closely with a Senior Investment Manager, delivering essential investment management support to Investment Managers and their clients.
Key responsibilities include:
- Shadowing the Investment Manager to assist with the development and maintenance of client relationships, ensuring excellent client service
- Preparing client portfolio information and performance data for client meetings and presentations
- Ensuring client valuations and tax packs are accurate, complete, and issued per business standards and regulatory requirements
- Providing administrative support for portfolio monitoring in line with company procedures and models
- Assisting with suitability reviews for clients to ensure favourable outcomes in alignment with firm standards
- Conducting investment research under supervision, following firm guidelines and processes
- Supporting the account opening process and day-to-day portfolio administration as required
- Executing trades based on Investment Manager instructions, ensuring correct booking
- Handling client orders (for Execution Only Service) on non-complex instruments, ensuring proper execution and compliance
- Contributing to relationship management for both internal and external stakeholders to aid business growth
- Supporting Investment Manager goal attainment by efficiently managing existing and new clients
- Undertaking any additional duties as reasonably directed by management
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Candidate Requirements
- 1-3 years of experience in Investment Management support with a passion for developing a career in Investment Management
- Level 3 CISI qualification – desirable, with the willingness to work towards IAD Level 4
- Strong interest in financial markets
- Proficient in:
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
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