Job Description
MB Fitzgerald Recruitment are currently working with a National Wealth & Investment Management Organisation to recruit a Graduate for their Assistant Investment Manager role in Birmingham. The role will be to provide wide-ranging support to the Investment Manager's in Birmingham, with a clear progression structure to become a qualified Investment Manager in the future.
We are looking for a focused and determined graduate with an analytical mindset and excellent communication skills. You should have a clear interest in Investments, demonstrated by qualifications or work experience. You should have strong IT skills and numerical ability and will ideally have a degree from a leading university.
Key responsibilities involve:
- Generate advise letters for advisory clients
- Resolve client questions
- Liaise with providers
- Chase outstanding queries
- Update clients with developments on their accounts
- Investigating client administration queries and liaising with internal and external departments to resolve issues
- Preparation of draft Investment Profile Reports
Training progression on path to Investment Manager Status will also involve:
- Valuations, valuation letters and remittance of reports
- Overseeing the placement of share dealing trades
- New business monitoring
- Balance Sheet data preparation
- General client queries
- Trade Placement on system (subject to training)
- One off project work
- Variance Report checks and procedures
- Income payments
- Monthly Performance Variances
- Money flows
- Portfolio reconciliations
- Other administrative tasks as requested
On offer is the opportunity to progress within a leading National organisation who will support your studies and mentor you to become an Investment Manager. Salary is negotiable depending on qualifications. Full time role (9-5, Monday to Friday).
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