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TRAINEE GRADUATE INVESTMENT MANAGER New Forest Discretionary Fund Manager

£26,000 per annum

Hampshire, United Kingdom

  • This is a truly excellent opportunity to work for a major discretionary fund management company firm with qualification support.
  • Role will assist the Investment Managers in the management of client portfolios.
  • The successful candidate will be involved in placing and monitoring deals for Investment Managers, writing investment proposals, recommendation reports and client correspondence.
  • The successful candidate will assist with client presentations and attend relevant client meetings with the Investment Manager, as well as undertaking supervised management of client portfolios.
  • The position will also include collating and checking performance data, producing cashflow forecasts.
  • Full support CISI qualification as appropriate. 100% financially sponsored study, course leave, personal study and exam leave.
  • There will be a requirement of the job holder to gain, and maintain CF30 status and a statement of Professional Standing (SPS).
  • Parking. Excellent support and premises.
  • 25 days contractual holiday, rising to a max of 27 days.
  • Bonus scheme paid annually as appropriate.
  • PMI after probation, plus PHI and life assurance.
  • Contributory pension scheme matched by company (up to 7.5% max, giving 15% contribution in total).
  • By submitting your CV to no1 legal and professional you are giving your consent to use your details for this express purposes. No1 legal and professional does not discriminate under the Equality Act and other UK relevant UK legislation. No1 legal and professional acts as a Recruitment Agency in relation to all permanent and contract roles.


No1 Legal and Professional
SectorAdministration
Job TypePerm
RecruiterThird Party Employer
Job ID59410

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