Assistant Investment Manager - Gloucester

Job Title: Assistant Investment Manager
Location: Gloucester
Salary: £30,000 to £40,000 plus bonus and excellent benefits
Job Type: Full time

Our client is a growing, forward-thinking business specialising in Investments. 

They are currently looking for a Trainee / Assistant Investment Manager to join their team in Gloucester, becoming part of a company that is wanting to create value for clients as well as enabling both their customers and their people to thrive. 

You will be working within the Investment Team, carrying out all aspects of Investment from initial dealing though to transaction completion. The team work very closely together so there may be times when you are needed to help other members of the team as they grow.

As a Trainee / Assistant Investment Manager, your main duties will include:

Processing and signing off applications, and dealing funds for direct investors into the appropriate model portfolios;

Managing and maintaining portfolio models on platforms and base portfolio models;

Maintaining and implementing a rebalancing policy across the portfolios, including executing manual rebalancing for direct investors;

Monitoring corporate actions and taking appropriate action, including liaising with our client’s Investment Advisors, rebalancing, or managing investor expectations via Business Development Managers, as necessary;

Troubleshooting platform issues and managing relationships with platform providers;

Liaising with investment advisors and tax advisors to determine potential suitability of new additions to the model portfolios and ongoing suitability of existing holdings, with a particular view to the expected eligibility for Business Relief for Inheritance Tax;

Providing input to and maintaining some oversight of our client’s full suite of AIM literature;

Preparing commentary, statistics and analysis for various marketing and reporting literature,


To be a successful Trainee / Assistant Investment Manager, you will have the following skills and experiences: 

Have a degree or similar qualification in a numerate subject;

Have experience of discretionary portfolio management, fund management or similar;

Willing to undertake studies to become FCA compliant such as IMC/CFA;

Have a sound knowledge and understanding of public equity markets;

Preferably have experience of dealing securities, ideally equities, in live markets;

Have strong numerical and analytical skills with extensive Excel experience and the ability to adapt easily to new systems;

Experience of the following applications/platforms or similar, is an advantage: FIGARO Front Office Order Routing; Standard Life Discretionary Investment Management X-Hub; Transact.

In return, the Trainee / Assistant Investment Manager will receive a salary of £ 30,000 to £40,000 per annum plus many benefits such as a company pension scheme, annual holiday and the chance to work in a fun environment where sponsored training opportunities are available. 







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