Discretionary Investment Specialist

Mason Blake Limited
Bristol (City Centre)
30 Sep 2017
31 Oct 2017
Contract Type
Full Time
Our client, a top tier Asset Manager is looking to add a Discretionary Investment Specialist to its fund management team based in the South West. The role: - Assist with the day to day running of portfolios; ensuring the smooth running of the operational aspects from an investment perspective. - Regularly checking portfolios for any discrepancies and bringing any findings to the Portfolio Manager's attention. - Undertake meetings and research into companies and funds, developing an analytical ability to help drive new ideas as part of the investment process. - Monitoring portfolios to see if they are relative to any new changes following the monthly asset allocation meeting, pointing out any differences to the portfolio manager. - Liaising with back office and compliance on a regular basis. The Candidate: - Degree qualified or equivalent. - Chartered Wealth Management Qualification required or Equivalent. - Previous experience within discretionary wealth management. - Strong interpersonal and communication skills, able to interact with clients on a day-to-day basis. - A keen interest in the funds management industry with a passion for investing. - A team player wanting to work in a collegiate environment. Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
This job was originally posted as www.jobsite.co.uk/job/959233180