Trainee Portfolio Analyst

Accounting & Finance
Job Type:
Salary range:
£20,000 - £24, 999, £25,000 - £29, 999
Start Date:
Uxbridge Employment Agency
Job Ref:

Are you a bright and ambitious Graduate looking to kick start your career in the Financial Sector?

Do you have excellent communication skills, written and verbal?

Are you an advanced Excel user?

Then this may be the role for you!

My client a leading National Investment and Wealth Planning Company who is actively looking to recruit a Trainee Portfolio Analyst to join their highly successful thriving business.

This is a very unique opportunity to become part of a reputable team where you will learn the fundamentals of investments, working closely with investors and business leaders.

Job Purpose:

To be responsible for providing client portfolio reviews. Additionally you will be helping support the team to ensure that they can service their clients accurately and efficiently. Ensuring that all queries and tasks are executed in a timely and accurate manner.

Key Responsibilities:

•Map client risk profiling data with agreed asset allocations

•Update investment fund data to back office systems

•Prepare client portfolios and agree with adviser

•Implement trades and monitor through to completion

•Communicate with clients and advisers

•Maintain comprehensive record keeping on trades and switching

•To update client portfolios and holdings on IRESS

•To maintain record of maturing client deposit accounts and provide list of potential new terms


•Minimum A level education, preferably University degree

•Keen interest in stock markets, economy and investment

•Very proficient on excel and spreadsheets

•Experience of trading, platforms and investments preferred

We are an independent recruitment agency who are celebrating our 40th year of supporting local candidates find local opportunities. Based centrally in both Uxbridge & Windsor we offer permanent, temporary and contract recruitment services within Middlesex, Buckinghamshire, Berkshire and the West London region.

For the purpose of the Conduct Regulations please be advised that when advertising permanent vacancies we are acting as an Employment Agency and when advertising temporary/contract vacancies we are acting as an Employment Business.

We take your personal data seriously and take every step to protect it. To learn how we handle your data please visit our website where you can find our Data Privacy Notice.

Contact Details:
Uxbridge Employment Agency
Tel: 01895 520 700
Contact: Nicole

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