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 platform
s.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 clien
ts.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 organisatio
nal.The Trainee Portfolio Analyst will assist the team with maintenance and implementation of the central investment propositions and independent checks on bulk trading and rebalan
cing.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 out
flows.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 o
utcome.The C
andidateA recent 2.1 Graduate – with an Investment related or Economics
degree.CISI Level 3 qualified – keen to work towards this quali
ficationExcellent understanding of Microsoft Excel with intermediate level of VBA pro
grammingStrong knowledge of statistical methods and how they can be applied to
finance.Keen to build an excellent knowledge of Wealth Management procedures and p
rocessesUnderstand the Regulatory and Compliance requ
irementsA strong knowledge of portfolio implem
entationExcellent organisational skills and time management skills and the ability to work in advance of deadlines and prioritising multip
le tasks…