LAMMA is the UK’s largest agricultural trade show, where over 850 exhibitors will host the most extensive array of farm machinery, equipment, and services to be found in one location anywhere in the UK.
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).
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