Trainee Investment Manager
📍 Location: London
💰 Salary: £37000 + benefits
🕒 Job Type: Full-time, Permanent
About the Role
Are you passionate about investments, portfolio management, and wealth growth strategies? This is an exciting opportunity for a motivated graduate to start their career in investment management, working with seasoned professionals to develop expertise in financial markets, asset allocation, and client advisory.
As a Trainee Investment Manager, you will be involved in investment research, portfolio construction, and client-focused financial strategies. You will receive full support for professional qualifications, hands-on training, and exposure to real-world investment decisions.
Key Responsibilities
- Conduct in-depth market research and investment analysis to identify opportunities in equities, fixed income, and alternative assets
- Assist in portfolio construction and asset allocation, ensuring alignment with client risk profiles and investment goals
- Analyse fund performance and risk metrics to support investment recommendations
- Prepare investment reports, presentations, and client updates on portfolio performance
- Work closely with senior investment managers to develop tailored investment strategies for clients
- Stay updated on macroeconomic trends, financial regulations, and market developments
- Support the team in client meetings, financial planning discussions, and investment strategy presentations
- Learn how to use financial modelling tools, Bloomberg terminals, and investment platforms
What We’re Looking For
- Strong understanding of financial markets, asset classes, and investment principles
- Analytical mindset with excellent numerical skills
- Proficiency in Excel and financial modelling
- Strong communication skills with the ability to explain financial concepts clearly
- A keen interest in wealth management, private investments, and portfolio strategies
- Accredited certifications in place
Benefits & Perks
- Full sponsorship for CFA, IMC, or CISI qualifications
- Mentorship from senior investment professionals
- Annual performance-based bonus
- Opportunities to attend global investment conferences
- Rotations across different asset classes (equities, bonds, alternative investments)
- Private healthcare & mental well-being support
- Hybrid working model (3 days in office, 2 days remote)
- Tech allowance for home-office setup
- Networking events with top-tier asset managers and institutional investors
- Enhanced pension contributions & life insurance
This is a rare opportunity to build a strong foundation in investment management, learning directly from industry experts while working towards professional qualifications.
How to Apply
Click Apply Now to submit your CV and cover letter. Applications close soon!