The Assistant Investment Manager will support Investment Managers by executing trades, assisting with portfolio construction, and preparing client documentation while adhering to regulatory and company standards
Job Summary
The Assistant Investment Manager will support Investment Managers by executing trades, assisting with portfolio construction, and preparing client documentation while adhering to regulatory and company standards.
Employees are expected to work primarily in the office with flexibility to work remotely up to one day per week depending on arrangements.
The role offers opportunities to work with industry leaders, develop professionally through coaching, and contribute to a dynamic, collaborative, and high-performing team.
Matching Summary
The Assistant Investment Manager will support Investment Managers by executing trades, assisting with portfolio construction, and preparing client documentation while adhering to regulatory and company standards.
Skills & Requirements
Must-have
Investment management procedures compliance
Advanced Excel expertise
Microsoft Office proficiency
Portfolio construction support
Accurate data verification
Client process application
Team collaboration skills
Nice-to-have
Knowledge of RBC Brewin Dolphin culture
Clear and concise communication
Flexible and reliable work approach
Collaborative and inclusive work style
Ability to work on own initiative
Continuous professional development
Key Requirements
Working towards QFA qualification
Proven experience in Investment Management Support
Understanding of portfolio management and client advice processes