Job Title:Portfolio Assistant
Location: Exeter, Devon
A leading Private Investment Management client in Exeter is looking for a Portfolio Assistant to join their team.
If you have an interest in markets and current affairs and are looking to develop your career further within the financial services industry this could be the role for you.
Key Responsibilities Include:
*Assisting with the portfolio management of a broad array of advisory and discretionary individual, family and trust portfolios, subject to the special needs of each client; including management of liquidity needs, traditional equity and fixed income portfolios, and alternative investments as appropriate in each situation.
*Offering support to the team managing both discretionary and advisory client investment portfolios (principally stocks, shares and collective investments). Includes asset allocation and stock selection within set parameters.
*Conduct regular reviews of client portfolios for the ongoing suitability of investments.
*Deal for clients in stocks, shares, collectives and structured products on an execution only basis or as instructed.
*Assist with the preparation of BITA schemes and risk profiling
*Active participation in the development of investment strategies for office clients in coordination with the rest of the portfolio management team.
*Put together rationales for deals on client accounts.
*Keep abreast of market investment information and maintain a working knowledge of all professional developments.
*Present market, company and fund information to other members of the team and wider office: verbally and in writing.
Essential Skills and Experience Required:
*Candidates must have an interest in markets and current affairs.
*Working knowledge of financial service organisations would be preferable, including knowledge of investment processes and techniques.
*Experience of working in a similar environment is preferable as is a general understanding of the stock market and investment operations.
*General financial planning awareness.
*High level and broad market awareness.
*A very high level of attention to detail and accuracy is vital.
*Understanding/interest in the financial services sector.
*Experience with pricing screens is preferable.
*A's and B's at A-level and educated to GCSE or equivalent level including Maths and English.
*Further qualifications in maths and/or economics would be preferable but not essential.
If this sounds like something you are interested in and you would like to work for a fantastic company, please call Charlotte on 01392 421100 for a completely confidential chat!
Acorn Recruitment acts as an employment agency for permanent recruitment.