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Graduate Investment

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BUCKINGHAM RECRUITMENT

2021-12-03 10:03:56

Job location Greenford, Greater London, United Kingdom

Job type: fulltime

Job industry: Banking & Financial Services

Job description


Graduate Investment

Graduate with 1-2 years prior office experience and excellent academics required for Client Service role in a boutique investment environment.

International advisory firm whose Head Office is in London and is comprised of over 120 staff;
you will coordinate investment execution for HNW clients \/ family offices and assist Principals and Partners.

Joining their global operations team, you will be well-trained to support clients with transactions relating to their investment portfolios. The company has over 40 billion assets under management and are an inclusive, successful and driven team of investment professionals, working open plan in a collaborative environment.

The role

Operational duties will include:

Client account management monitoring client accounts, working alongside Principals to liaise with client representatives \/ third parties
Client investment execution
Account opening and compliance
Monthly \/ quarterly reporting updating client balance sheets, assisting with client valuation data
The candidate

Must have a 2:1 degree and maths A-Level as well as at least 12 months office experience which could have been gained from internships or a university placement.

The right candidate will want to work in operations and enjoy multitasking in a fast-paced investment environment;
an interest in the finance world is key and you will be supported in additional learning (IMC).

Salary and benefits

30,000 plus good discretionary bonus and pension, as well as the chance for further study (paid for by the company and study leave given).

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