The purpose of this role is to support the Model Portfolio Service Manager in effectively managing the model portfolios and providing wider support to model portfolio related project work.
This is a Field based role where you will be supporting the sales of the centralised investment proposition.
The model portfolios are multi asset and cover a range of investment styles and philosophies including Active, Blended, Passive & our new Sustainable range. The successful candidate will gain a broad exposure to all elements of running a model portfolio service and centralised investment proposition.
You will receive a competitive salary and benefits package including pension scheme, the opportunity for flexible working to ensure a greater work life balance, access to our Employee Assistance Programme, enhanced maternity and paternity benefit, Death in Service Benefit and contributions towards relevant exams. In addition, we offer opportunities for career progression to match your career aims and ambitions.
To be considered:
Knowledge of a range of investment philosophies (active, blended, passive, ESG, Sustainable, Impact) and processes (risk management/ portfolio construction/ investment governance).
Able to travel if required, including overnight stays.
Masters/ bachelor’s degree is essential
Professional Qualifications (IMC/ CFA/CFA ESG/ Any Level 4 (+) qualifications are desirable