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The principal role is to assist in the management of domestic Private Client portfolios. To provide investment and administrative support to the partners and senior private client managers on clients' investment portfolios and also supporting the wider team on collective projects.
The successful candidate will be a self-starter, team orientated and prepared both to contribute to and work within a collegiate investment process. Excellent interpersonal skills and proficiency in writing and presentations skills is elemental.
Assisting in the management and administration of private client portfolios.
Monitoring dashboards and initiating remedial action to ensure ongoing investment and administrative compliance across a very substantial client base
Reviewing client portfolios to ensure that the tactical allocation reflects client objectives and house investment policy
Place deals in:
Equities, bonds and third party funds
Attend client meetings
Prepare proposed portfolios
Prepare valuations, presentations and meeting packs for client meetings
Help to prepare RFPs and presentations for pitches to potential clients
Check client valuations and performance
Liaise with client administration on payments, tax information, account paperwork, setup and transition
The successful candidate will come from an investment management background with strong numerical skills
Educated to degree level (2.1) qualified (or equivalent)
Sarasin & Partners LLP offers a highly competitive remuneration package and an excellent benefits package.
Please apply for this role before close of business on 28th February 2018. Applications without a covering letter will not be considered.