Trainee Investment Manager London 2023

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

What is the team like?

An exciting opportunity to join the London charities team which oversees over £1.8bn of funds under management. The team specifically look after charity and not for profit clients across the UK,and the opportunity exists to join the team as it enters an exciting growth phase.

You would be joining a growing team of seven investment managers who are all dedicated to running charity money with many years of experience in the sector. The team have a passion for sustainable investment and focus on working with charities to help them invest responsibly in a way that is aligned with their investment goals.

What are the key responsibilities?

We are looking for a dynamic team player who is client focused and has a passion for responsible investment. The role would be supporting three investment managers with looking after their clients whilst also plugging in to the charities portfolio management team and the charity investment process.

Those considering the role must be aware that this is an incredibly fast paced team with a deep desire to make a significant positive difference to our clients, wider stakeholders and external communities. The team play a much wider role within the charities business and any new addition will have the desire to work collaboratively and cross regionally, to support the growth of the wider charities business.

Importantly, we are looking for someone who will roll up their sleeves to get involved in absolutely all aspects of a client support role. No job is too big or small for anyone within the team.

This is an entry level investment management role with the potential to progress a career in investment management over the next 3 to 5 years. The successful candidate will be expected to achieve the appropriate qualifications to progress through the Investment Management career path with a dedicated focus on managing charity clients. To support the provision of high quality, professional investment management services to charities, the role involves the following:

• General
  • Assist in the preparation and dispatch of reports, presentations and valuations.
  • Develop knowledge of, and comply with, all regulatory and organisational requirements / procedures.
  • Liaise with clients and intermediaries as required including transaction reporting correspondence.
  • Prepare responses to incoming correspondence and emails as requested.
  • Maintain accurate and up to date ‘Know Your Client' information.
  • Keep abreast of operational and administrative procedures.
  • Produce information for client and prospect meetings
  • Attend and support client meetings as necessary, including taking minutes.
  • Familiarity with all aspects of client administration, start to finish.
• Investment Management Duties
  • Implement investment strategies as directed by a competent Investment Manager.
  • Contribute to the investment message and investment process of the team.
  • Assist in the management of investment portfolios of the team and monitor performance.
  • Prepare charity tender documents, and prospect presentations, as required.
  • Monitor the team's suitability failures providing regular updates.
  • Look for new business opportunities.
  • Read financial press regularly and keep abreast of global investment themes.
  • Ensure skills and knowledge base is abreast of current developments.
  • Complete appropriate professional examinations (as detailed above).
  • Attend on-going professional training courses and events.
  • Carry out due diligence reports on unresearched holdings
  • Submit team performance data to appropriate third parties
  • Participate in team investment meetings and take minutes

What skills and knowledge are we seeking?

• A strong interest in investment markets.
• Competent at working to deadlines and managing time.
• Flexible attitude to work in response to changing workloads and deadlines within the team.
• Exceptional focus and attention to detail
• Good numerical skills
• Highly IT literate with an ability to learn new systems.
• Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
• Excellent interpersonal skills with the ability to communicate effectively with client relationship managers and clients.
• Excellent telephone manner.
• Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
• Prepared to assist the team leader and fellow team members in all aspects of their day to day duties.
• Reliable and enthusiastic individual with a strong sense of integrity.
• A team player who is prepared to put in additional hours, if necessary, to meet deadlines.

Any other attributes that would be helpful, but not essential for the role?

• Working knowledge of Pulse is desirable but not essential.

Additional information

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!