JJ SEARCH LIMITED
Trainee Portfolio Analyst , Investment Management, Graduate , Cambridge
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The Company:
A highly respected and professional Wealth Management firm with ambitious growth plans.
The Role:
The Trainee Portfolio Analyst will assist with the maintenance and implementation of all centralised investment propositions across internal and external platforms.
The Trainee Portfolio Analyst will interact and liaise with various parts of the Wealth Management business to implement and facilitate the investment process from the point of an investment decision through to the transactions for underlying clients.
Develop new ideas and solutions to improve efficiency in the centralised investment propositions to scale up the service and meet the growing needs of the Investment business. At all times ensure full compliance with the regulatory and organisational.
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The Trainee Portfolio Analyst will assist the team with maintenance and implementation of the central investment propositions and independent checks on bulk trading and rebalancing.
Build an understanding of the variety of platforms and products (Bonds, SIPPs, ISAs) that are used in the Wealth Management central investment propositions. Assist with the collation and distribution of MI from external platforms as required by the business. Assist the team with the multi asset fund of fund range and ensuring daily responsibilities are fulfilled, e.g. NAV oversight and monitoring inflows and outflows.
The Portfolio Implementation Analyst will assist the team with ongoing projects. Always deliver excellent support to the front office and exception client service to support good outcome.
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The Candidate:
- A recent 2.1 Graduate – with an Investment related or Economics degree.
- CISI Level 3 qualified – keen to work towards this qualification.
- Excellent understanding of Microsoft Excel with intermediate level of VBA programming.
- Strong knowledge of statistical methods and how they can be applied to finance.
- Keen to build an excellent knowledge of Wealth Management procedures and processes.
- Understand the Regulatory and Compliance requirements.
- A strong knowledge of portfolio implementation.
- Excellent organisational skills and time management skills and the ability to work in advance of deadlines and prioritising multiple tasks.
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