Portfolio & fund managers Work, Jobs in St. Helier, Eng (with Salaries)

Trainee Investment Manager
Charles Stanley —London
- Full-time
- Organisational skills
- Financial services
- Communication skills
5d
Fund Manager
States of Jersey —St. Helier
- Full-time
- English
21h
Junior Portfolio Manager - London
Atomos —London
- Hybrid work
- Microsoft Excel
- Communication skills
Private Wealth Management, Managed Strategies, Portfolio Manager Trader, Associate/Vice President, London
Goldman Sachs —London
- Full-time
- Sales
- Microsoft Office
- Communication skills
- Employee assistance programme
Portfolio Management Associate/Analyst
Tishman Speyer —London
- Full-time
Portfolio Associate - Zug, Switzerland or London, UK
Partners Group —London
- English
- Master's degree
- Business
Assistant Portfolio Manager
Charles Stanley —London
- Full-time
- Microsoft Office
- Analysis skills
- Financial services
Goldman Sachs Asset & Wealth Management - Customised Fixed Income - Client Portfolio Manager, Associate/Vice-President - London
Goldman Sachs —London
- Full-time
- Sales
- Communication skills
- Employee assistance programme
Goldman Sachs Asset & Wealth Management - MAS Lead Portfolio Management - Vice President - London
Goldman Sachs —London
- Full-time
- Analysis skills
- IT
- Communication skills
- Employee assistance programme
10d
Vice President, PEFI (Private Equity Fund Investments)
Intermediate Capital Group —London
- Full-time
- Analysis skills
- Travel
- Mentoring
Asset Management - EMD Support Portfolio Manager - Associate
JPMorganChase —London
- Full-time
- Master's degree
- Construction
- Communication skills
5d
Head of Investor Relations
SSV Capital PLC —Canary Wharf
- From £35,000 a year
- Full-time
- Sales
- Financial services
- In-person
Quick apply
Portfolio Manager I
Reinsurance Group of America —London
- Full-time
- Management
- Bachelor's degree
Associate Portfolio Manager Program - Systematic Strategies
Caxton Associates —London
- Full-time
- Master's degree
Quick apply
Portfolio Manager - London
Capula —London
- Full-time
- Annual leave
- Gym membership
Quick apply
Associate – Investment Management, Pan European Industrial Portfolio
Madison Berkeley —London
- Analysis skills
Private Equity Portfolio Associate - German Speaker New
Kohlberg Kravis Roberts & Co. —London
- Communication skills
11h
Head of Portfolio
Nesta —London
- Hybrid work
- Microsoft Excel
- Annual leave
Private Wealth Management, Alternative Capital Markets, Associate, London
Goldman Sachs —London
- Full-time
- Bachelor's degree
- Communication skills
- Employee assistance programme
3d
Private Wealth Management, Portfolio Management Group, Associate/Vice President, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Data analysis skills
- Microsoft Office
- Employee assistance programme

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Trainee Investment Manager

Charles Stanley -
London

Apply Now

Job details

Full-time
5 days ago

Qualifications

Financial planning
Organisational skills
Financial services
Communication skills

Full job description

We’re looking for a motivated and curious Trainee Investment Manager to join our Investment Management team. This is an excellent opportunity for someone who is passionate about financial markets, eager to learn, and committed to delivering an exceptional client experience.

You’ll gain hands‑on exposure to portfolio management, client servicing and regulatory compliance, all while being supported by experienced colleagues who want to see you grow.

What You'll Be Doing:

As a Trainee Investment Manager, you’ll gradually take on responsibility for supporting and advising on client investment portfolios, always with guidance and oversight as you develop your expertise.

Client service & relationship building — Provide a professional, inclusive and responsive service to clients, helping to maintain and strengthen long‑term relationships.
Market learning & awareness — Keep up to date with market developments and industry best practice, using this knowledge to support client outcomes.
Portfolio reviews — Assist in reviewing client portfolios to ensure investments remain suitable and aligned with Treating Customers Fairly (TCF) principles.
Investment dealing — Support the arrangement and execution of investment transactions in line with client instructions and regulatory requirements.
Client communication — Help respond to client queries promptly and clearly, ensuring they feel informed and supported.
Compliance & record‑keeping — Maintain accurate records, uphold compliance standards and contribute to a culture of integrity across the team.
Team collaboration — Work closely with colleagues, support administrative processes and learn how to delegate and monitor tasks effectively.

What You'll Bring:

We welcome applicants from all backgrounds who are enthusiastic about developing a career in investment management.

Qualifications & Experience:

Working towards the CISI Level 7 qualification.
A developing understanding of the financial services industry and its regulatory environment.

Knowledge & Skills:

Interest in investment processes, financial planning and market trends.
Willingness to learn our products, services and internal frameworks.
Awareness of FCA Conduct of Business Rules, Money Laundering Regulations and TCF principles (or a desire to learn).
Strong organisational skills and a methodical approach to work.
Clear, confident communication skills and the ability to build positive relationships.
A calm, resilient approach, especially when working under pressure.
Excellent attention to detail, particularly in written work.
Confidence to contribute ideas, ask questions and challenge constructively as you grow.

Why Join Us?

You’ll be part of a collaborative, supportive team that values diverse perspectives and encourages continuous learning. We’ll help you build the technical knowledge, professional confidence and client‑facing skills needed to progress toward becoming a fully qualified Investment Manager.

Apply Now

Refine Your Search

portfolio & fund managers jobs in st. helier, eng

Trainee Investment Manager

Fund Manager

Junior Portfolio Manager - London

Private Wealth Management, Managed Strategies, Portfolio Manager Trader, Associate/Vice President, London

Portfolio Management Associate/Analyst

Portfolio Associate - Zug, Switzerland or London, UK

Assistant Portfolio Manager

Goldman Sachs Asset & Wealth Management - Customised Fixed Income - Client Portfolio Manager, Associate/Vice-President - London

Goldman Sachs Asset & Wealth Management - MAS Lead Portfolio Management - Vice President - London

Vice President, PEFI (Private Equity Fund Investments)

Asset Management - EMD Support Portfolio Manager - Associate

Head of Investor Relations

Portfolio Manager I

Associate Portfolio Manager Program - Systematic Strategies

Portfolio Manager - London

Associate – Investment Management, Pan European Industrial Portfolio

Private Equity Portfolio Associate - German Speaker New

Head of Portfolio

Private Wealth Management, Alternative Capital Markets, Associate, London

Private Wealth Management, Portfolio Management Group, Associate/Vice President, London

I want to receive the latest job alerts for portfolio & fund managers in st. helier, eng

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