Trainee Investment Manager

5 days left

Brooks Macdonald Group plc
Competitive salary
15 Oct 2016
27 Oct 2016
We are looking for a graduate trainee to work towards becoming an Investment Manager within our investment management team in our Edinburgh office. The trainee will join a supported training programme in order to complete the necessary professional exams (Chartered Wealth Qualification - level seven) and gain the operational experience required to qualify as an Investment Manager over a three- year period. The successful candidate will be ambitious, highly numerate, and articulate, with the discipline to undertake both the role as well as to study for the professional exams. Key Tasks: - Assisting investment managers within the team to allow them to manage client portfolios - Producing client review packs including performance and asset allocation - Liaise with Investment Services in the transfer of client assets - Build relationships with the professional adviser community - Undertake industry standard qualifications - Undertake internal education sessions focused on the industry