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Expired

Posted about 2 months ago

An exciting opportunity for a motivated individual committed to a career within investments, to join a multi-jurisdictional trust, investment and financial services company.

With a focus on delivering a high standard of investment performance and client services, you will work alongside a small but highly experienced team and gain exposure to all aspects of the business, benefitting from the substantial capacity for personal development and potential to later transition in to a portfolio management role.

Responsibilities will include:

  • Preparing new business proposals and communicating with advisers and trustees

  • Assisting with client reporting, marketing reports and strategy factsheets for distribution 

  • Inputting trades into the system to generate dealing instructions to be forwarded to custodians and tracking the completion of all executed trades 

  • Supporting Investment Directors and the compliance team with the onboarding of new clients 

  • Conducting periodic reviews of portfolios to ensure compliance with regulatory requirements

Experience and skills required:

  • Strong appetite for development of investment career

  • Good knowledge of investment markets 

  • Proficiency with Bloomberg research tools and Microsoft Office Suite 

  • Ideally investment qualified (Level 4) e.g. CISI Certificate in Investment Management, however this is not essential

  • Self-starter with good time management skills

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.