Assistant Portfolio Manager , IAD , Wealth Management
Core
Implement investment decisions in the portfolio management system, execute trades, monitor settlements, and produce client reporting and performance analysis.
Role type
Assistant Portfolio Manager
Builds
Client portfolio performance data, investment presentations, and quarterly client reports
Domain
Wealth Management / Investment Management
Required skills
Investment support, Portfolio trading, Investment research, Fund manager meetings, Client reporting, Compliance on-boarding, AI tools usage
Preferred skills
Level 4 Investment Management Qualification, IOC or IAD Degree in Finance/Economics/Business Management
Technologies
Portfolio management systems
Responsibilities
Execute trades and monitor settlement, Prepare investment presentations and client proposals, Contribute to investment research including fund manager meetings, Produce monthly and quarterly client reporting, Respond to ad-hoc client queries, Keep clients' files up to date, Take minutes of internal and external meetings, Participate in project work in an administrative and operational capacity, Meet Compliance department requirements including client on-boarding, Produce quarterly client invoices
Seniority
Junior, 2+ years experience