CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
The Role is to be an Associate in the Portfolio Management Team, supporting the international clients managed from our London office. The Portfolio Management Team is the internal division which manages the client relationships and has day-to-day responsibility for the asset management and investments. The other wealth management divisions are Investment Research, Middle Office and Support Functions.
The Portfolio Management department in London is divided into sub-teams. The role will involve working in a team led by a Partner whose clients are French speaking. The growth of the business and the complexity of the portfolios have meant that an exceptional candidate is sought to join the team. This is a diverse role and will suit a hard-working individual who is seeking to gain a broad base of experience in a successful, growing investment management firm.
The successful candidate is likely to have 1-2 years in a similar role in either investment banking or investment management looking to specialise in wealth management.
On a daily basis, the Portfolio Management team assists Client Partners with the management of their book of clients. The duties will include but will not be limited to:
preparing client presentations for both prospective and existing clients.
assisting with the preparation and review of monthly and quarterly client valuations.
preparing, co-ordinating and delivering bespoke client reports.
co-ordinating and developing strong working relationships across the firm including Middle Office, Investment Research, fellow members of the Portfolio Management team as well as Legal and Compliance.
operational tasks such as preparing trade instructions and following these through to confirmation with the custodian; updating operating memorandum to reflect any changes in the management of the clients' portfolio.
co-ordinating documents and monitoring for client specific vehicles such as SICAVs.
assisting with client 'on boarding' and collating information required by our clients' tax accountants.
performing KYC and AML checks in conjunction with Compliance.
facilitating day to day banking transaction for specific clients.
Skills and characteristics:
fluency in French and English (verbal and written) – is essential!
excellent numeracy skills
exceptional attention to detail
proficiency in Excel, Word, PowerPoint
familiarity with banking platforms
able to work under pressure
highly organised, motivated and capable of seeing projects through from beginning to end
flexible, able to work autonomously as well as take direction as needed
results oriented – a flexible thinker with a "can-do" attitude
experience in building strong and effective internal and external relationships
Internal Number: 5731105
About F&L Search
eFinancialCareers is a career site specializing in financial services.