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Stanhope Capital employs the best investment professionals across the industry providing an environment to develop their career and gain a broad knowledge of the wealth management industry. Our overriding objective is to protect and increase the real wealth of our clients by achieving superior returns while minimising investment risks to an agreed level.
About the role:
The role will involve assisting in the management of client portfolios, working within an overall team of 15 portfolio managers and their assistants. The duties will include but will not be limited to:
supporting members of the Portfolio Management Team
executing and monitoring portfolio transactions
participating in regular reviews of client portfolios
preparing client presentations for both prospective and existing clients
liaising with custodians and third haparty advisers
aiding in the preparation of monthly client valuations
assisting with the 'on-boarding' of new mandates
checking and reconciling client data and information
Skills and Characteristics:
Applicants will require a broad knowledge of the financial markets, as well as Excel and PowerPoint skills. Experience with Bloomberg is a plus. RDR qualifications are also desirable.
If you have:
an interest in investment management and portfolio construction
strong numerical ability and high attention to detail
an interest in performing a critical role while learning in a fast-paced, highly skilled environment
strong verbal and written communication skills
a strong work ethic, sense of humour and a "get on with it" attitude
If you are:
highly organised and excited by the opportunity to work in a dedicated and hardworking team within a rapidly growing company
highly motivated and capable of seeing projects through from beginning to end
flexible, able to work autonomously as well as take direction as needed
discrete and mature
a team player
then we would love to receive your application!
Deadline for applications is 1 September 2017.
No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.