Investment Associate - Graduate Scheme

INVESTMENT ASSOCIATE - GRADUATE SCHEME

LOCATION | ALTRINCHAM

SALARY £24,600 | INCREASE WITH EACH PASSED EXAM

STRUCTURED CAREER DEVELOPMENT & EXAM SUPPORT

NJR Recruitment are yet again working exclusively with an Award-Winning Firm of Chartered Financial Planners who now have a super exciting opportunity for an intelligent and passionate Investment Associate to join their Graduate Scheme.

The main purpose of the role with be Dealing and administration for the investment services provided to clients. Supporting the Portfolio Manager through the provision of product information, investment analysis and portfolio returns data for their undertakings in providing investment services to the whole Group.

Daily tasks will include;

• New client onboarding and ongoing servicing for discretionary clients
• Providing an efficient dealing service meeting relevant market deadlines
  Validate and manage dealing workflow requests
• Working closely with consultants to provide a seamless service for clients
• Producing and distributing client valuations
• Liaising with third parties to set up new investments
• Provide support throughout the various stages of the investment process
• Provide support for advisory trading
• Quantitative research and data analysis to assist the Portfolio Manager in making recommendations to the Investment Committee and presenting to stakeholders across the Group
• Assistance with the production of marketing collateral for portfolios including market commentary and factsheets
• To undertake reasonable additional duties at the request of your Line Manager which may be required from time to time

Candidates applying for the role should be incredibly interested in Investments, and be looking for a career to potentially develop into an Analyst.

NJR 14826

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