Location
London
Salary
£40000 - £50000
TypePermanent
WorkplaceOn-Site
Ref86430
Assistant Investment Manager
London/South East
Basic to £50,000 plus full package and bonus.
Company Overview
- A well-known national wealth management firm is looking for an Assistant Investment Manager to take responsibility for a range of tasks related to portfolio management and operations.
Job Description
- Using FE Analytics, Factset, BlackRock 360 and Bloomberg to provide analysis for client portfolios and the investment propositions of the central investment team (CIT)
- Updating the rationale for the firms central investment process and market views
- Asset allocation rationale commentary and meeting preparation
- Quarterly pitch deck updates
- Preparing commentary on performance for individual clients and strategies
- Producing Portfolio Review Service documents
- Preparing client proposals for IMs and the Business Development team (BD)
- Other ad-hoc requests from Senior Investment Analyst, Investment Managers and Business Developers.
Qualifications & Experience
- YOU ABSOLUTELY MUST BE CISI/CFA LEVEL 4 QUALIFIED AS A MINIMUM.
- Previous UK experience in investment operations, portfolio management, either with an investment management firm or an IFA practice, is essential.
- Analytical and quantitative skills, with proficiency in financial modeling techniques.
- Excellent attention to detail and organisational skills.
- Proficiency in Microsoft Excel and other relevant software as outlined above
For an initial conversation please email chris.smith@heatuk.com or respond directly from this posting.