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Cathedral Appointments Ltd
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Newton Abbot, Devon
Assistant Investment Manager
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Job Type: Full-time |
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Overview
Our client is an investment management firm who are well-established and highly regarded. They are currently seeking an Assistant Investment Manager to join their team in Newton Abbot. Your role will be to aid the Investment Director and Investment Managers in creating, maintaining and reporting on bespoke client portfolios. Although you will be based in Newton Abbot, this role will involve some travel to Wellington and London. You will need to have investment management experience and will ideally be working towards IMC Level 4 with a Level 4 CISI Certificate or equivalent. Responsibilities: Aiding the Investment Managers and Investment Directors with portfolios Supporting on macro data analysis Overseeing data storage on the firm’s systems Reviewing portfolios and considering suitable switch recommendations Providing investment advice and maintaining process documentation Preparation of market commentaries for client reporting Aid with risk management frameworks and due diligence requests Requirements: 2-3 years of junior investment management experience Ideally level 4 CISI working towards IMC Level 4 A positive character with good commercial awareness and problem-solving skills Excellent attention to detail with consistency Practically aware of the macro environment Understanding of retail financial products and the relevant regulations An adaptable and driven person with self-motivation This role will pay a competitive salary and is a fantastic opportunity to take a step into a role offering excellent career progression opportunities in a dynamic environment. If you feel you meet the requirements set out above, please apply now, or call for an informal discussion. Closing Date: Please note that we will accept applications up to the closing date, however all suitable candidates will be submitted as soon as received, and the client reserves the right to appoint before the closing date. If you have the skills and experience stated, please apply NOW Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.