Discretionary Construction Associate

London, United Kingdom

Discretionary Construction Associate

London, United Kingdom

Join us as a Discretionary Construction Associate

  • This is an opportunity to add value and deliver lasting results as you deliver a consistent and accurate client-driven construction of all existing and future client portfolios
  • We’ll look to you to implement all investment client portfolios following event-driven activities, ensuring suitability across various client groups, risk profiles and outcomes
  • You'll enjoy great exposure across a variety of client groups, opening up significant networking opportunities and scope for career development and progression

What you'll do

As an integral part of the team, you’ll be making sure that our client investment portfolios are constructed in a manner that is compliant with legal, regulatory and structural restrictions.

Your role will also involve:

  • Delivering fund and security level changes to client portfolios, making sure that it’s in line with approved securities lists
  • Supporting client requests for all client portfolios in a timely manner, working closely with and supporting wealth and portfolio managers
  • Making sure all client specific restrictions are adhered to and that portfolios are constructed in an efficient and timely manner

The skills you'll need

We’re looking for someone with good relationship building and interpersonal skills, and the ability to work well as part of a team. You should have strong data management and analysis capabilities, along with the ability to translate your knowledge and experience into recommendations that add value to the business.

You'll need to be Level 4 qualified with an Investment Management certificate, or be willing to achieve this while in the role. You'll also have an interest in learning about various asset classes used to construct investment portfolios and funds.
 

You’ll also need:

  • Excellent attention to detail
  • Knowledge of the regulated environment, and designing and implementing operational procedures
  • An understanding of legal, regulatory and industry requirements
  • Experience of providing technical data to inform decision making
  • To be comfortable working in a fast paced environment, often managing competing priorities

If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help.

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