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Assistant Investment Manager

IDEX Consulting Ltd
Job LocationLiverpool
EducationNot Mentioned
Salary£25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

My client is a UHNW wealth and investment management firm in the heart of Liverpool city centre.They are currently looking for an Assistant Investment Manager to provide support and assistance to the Investment Directors/Investment Managers with the management of client relationships and client portfolios.The position is within a small team of investment professionals and support staff (currently a total team of eight people). The successful applicant will receive training and support and would be expected to achieve the necessary professional qualification to progress to a key client-facing Investment Manager role in the fullness of time.Key Responsibilities:

  • Assist with the management of client portfolios (for example, comparing client portfolios to model portfolios, arranging bulk trades/switches, monitoring cash movements/stock transfers, and managing income requirements)
  • Assist in preparing for and conducting client review meetings (for example, preparing performance data, attending meetings and taking notes, preparing valuations, suitability reviews, and reporting packs)
  • Assist with new business activities (for example, preparing presentations/investment proposals, attending new business pitches, researching client prospects, following-up leads, collating prospective client data and documentation)
  • To act as a link between the Investment Directors/Investment Managers and the client service and operations teams
  • To assist any of the Investment Directors/Investment Managers with any specialist roles
    • The Candidate:
  • A desire to take the CISI Investment Advice Diploma qualification training and exams
  • A confident, professional and pragmatic approach to all duties
  • An interest in investment management
  • Numerate and good with data
  • Degree educated (minimum of 2:1 in a mainstream degree, preferably Finance/Maths, Economics/Engineering etc.) or equivalent
  • Willingness to work towards Chartered Wealth Masters or Chartered Financial Analyst Qualifications
    • For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Required skills
  • investment management
  • Portfolio Manager
  • Investment Manager
  • Fund Manager
  • Asset Manager
  • Investment Consultant
  • investment administrator

    • Keyskills :
    investment management Ptfolio Manager Investment Manager Fund Manager Asset Manager Investment Consultant investment administrat

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