Portfolio & fund managers Work, Jobs in Paulton, Som (with Salaries)

Assistant Investment Manager
Argentis Group Limited —Bath
- Full-time
- Hybrid work
- Management
- No degree
- In-person
Quick apply
Portfolio Manager
Atomos —Bristol
- Hybrid work
Portfolio Manager (Cazenove Bristol)
Schroders —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Business development

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Assistant Investment Manager

Argentis Group Limited
Bath

Quick apply

Job details

Full-time

Benefits

Free flu jabs
Private medical insurance

Qualifications

Management

Full job description

Are you looking for the next move in your Investment Management career?

Do you have a keen interest in the investment market? Want to become part of a growing, award-winning company?

If youre looking for an opportunity to grow in investment management and to be part of a team that prioritises client success, then wed love to hear from you.

Please note - there is a requirement for you to be office based for 3/4 days per week. Therefore, you will need to be based within an easily commutable distance of Bath city centre.

Where do you fit in?

Youll work closely with Senior Investment Managers and Investment Managers to help manage client portfolios and ensure we meet our clients' financial goals.

Day to day youll;

Regularly monitor client portfolios, making transactions when needed to keep them aligned with investment objectives
Provide excellent service to both clients and Introducers
Carry out client instructions quickly and accurately
Make sure valuations and contract notes are sent to clients on time
Build strong relationships with existing and potential clients and Introducers
Stay up to date with the latest market trends and investment news to offer the best support to clients

Whats in it for you?

A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity
Youll gain experience within a friendly, expanding, award winning business from a knowledgeable team of senior investment managers
A varied and busy role plus support to take further qualifications

What do you need to be successful?

A degree-level qualification or equivalent experience- is preferred. Youll have, or be working towards, your FCA Level 4 qualification in Investment Management
Experience with direct client contact and discretionary portfolio management along with a desire to learn
Strong knowledge of markets, asset classes, and regulations, with excellent communication and a positive, client-focused approach

We work 37.5 hours per week, Monday to Friday, based from our modern offices in Bath a short walk from the station.

Following successful completion of your training period, hybrid working will be available.

To discover more about a career with us, please visit - www.hawksmoorim.co.uk/about-us/join-our-team/

We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.

No agencies please

Benefits:

Free flu jabs
Private medical insurance

Work Location: In person

Quick apply

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portfolio & fund managers jobs in paulton, som

Assistant Investment Manager

Portfolio Manager

Portfolio Manager (Cazenove Bristol)

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