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Company Overview: Charles Stanley Asset Management is committed to providing the highest standard of investment services to IFAs, Financial Planners, Investment Managers, and clients. We focus on achieving our business objectives through exceptional service and innovative investment solutions.
Role Overview: We are seeking a Trainee Portfolio Manager responsible for servicing and developing relationships with existing and prospective clients and intermediaries, as well as assisting in all aspects of our Centralised Investment Process (CIP).
Key Responsibilities:
* Support portfolio management tasks such as trading, rebalancing, risk monitoring, suitability assessments, data entry, and compiling data packs.
* Assist with asset allocation and conduct investment research for portfolios.
* Participate in investment meetings, produce rationales, document minutes, and store documents properly.
* Monitor inboxes and respond to queries efficiently.
* Ensure all client communications are actioned and documented.
* Facilitate cross-divisional collaboration within Asset Management.
* Coordinate and produce marketing materials and collateral.
* Liaise with risk rating agencies and internal stakeholders regarding product ratings.
* Collaborate with the Intermediary Sales Team and Marketing department on Asset Management products and services.
* Adhere to personnel and health & safety policies.
* Promote compliance culture and ensure regulatory adherence.
* Stay updated on market information and professional developments to support portfolio managers.
Qualifications & Experience:
* University degree or equivalent industry experience.
* IMC/IAD certification or willingness to complete it.
* Willingness to pursue CFA exams.
* Knowledge of multi-asset investment products is desirable.
* Strong proficiency in Excel and Microsoft applications.
* Knowledge of third-party investment/custody platforms is desirable.
Seniority Level
* Internship
Employment Type
* Full-time
Job Function
* Strategy/Planning, Finance, and Analyst
Industry
* Investment Management
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Locations include London, England, UK, with recent postings from 6 days to 12 months ago. Other related roles and opportunities are also listed.
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