Our client is an independent financial services provider who provides global administration, trustee, accounting, and management and governance solutions focusing on comprehensive investment-led wealth management for an international client base, specialised in high value residents. They are currently seeking a Trainee Assistant Portfolio Manager.

Job purpose

Investment Management provides investment management services to the bank’s clients either through direct portfolios or via mutual funds. The relationship with the client can be either discretionary or advisory. With a discretionary relationship trades may be executed with specific trade approval based on the overall mandate. For advisory relationships each trade must be approved by the client


• Assist Portfolio Managers in the administration and implementation of client portfolios and funds.
• Monitor investment management processes and report exceptions to PMS management.
• Produce management information on the PMS activities.
• Produce Portfolio Review Packs and request discussion documents and proposals
• Work towards improving and automating existing processes
• Complete all structured and unstructured learning as part of the data fellowship apprenticeship programme

For a full job description, please contact the permanent team on 500000.

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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