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.
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.
•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
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