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Morris Jane Associates

Morris Jane Associates

Graduate Investment Manager

Salary: Competitve

Location: London, London

Application Deadline: Ongoing

Job Type: Graduate job

Contract Type: Contract

The job

Summary of the job role

The position is a client servicing and client-facing role, to provide wide-ranging support to Investment Managers, offering trainee progression opportunities. Key Responsibilities: ·Generate advise letters for advisory clients ·Resolve client questions ·Liaise with providers ·Chase outstanding queries ·Update clients with developments on their accounts ·Investigating client administration queries and liaising with internal and external departments to resolve issues ·Preparation of draft Investment Profile Reports Training progression on path to Investment Manager Status will also involve: ·Valuations, valuation letters and remittance of reports ·Overseeing the placement of share dealing trades ·New business monitoring ·Balance Sheet data preparation ·General client queries ·Trade Placement on system (subject to training) ·One off project work ·Variance Report checks and procedures ·Income payments ·Monthly Performance Variances ·Money flows ·Portfolio reconciliations ·Other administrative tasks as requested Key Skills: ·A confident, professional and pragmatic approach to all duties ·Excellent written, verbal and interpersonal skills ·IT Literate ·Ability to work within a team ·Positive/flexible attitude and a willingness to learn ·Initiative - use judgement and reasoning in order to propose solutions to problems ·A quick thinker who can adapt to changing work demands ·Attention to detail Qualifications: ·Degree educated (minimum of 2:1 in a main stream degree) ·Some experience and knowledge of investments is desirable Contact: Daniel Patching

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