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Job Details

Closing Date
31/12/2018 16:47
19 November 2018

Investment Executive – Glasgow

Our Investment Management Department is seeking an enthusiastic Investment Executive to join their team based in our Glasgow office.

The Investment Executive will be reporting to the Head of Office and provide assistance to other Investment Managers.

Main responsibilities and duties:
  • Carrying out the collation of research for investment ideas and/or written articles.
  • Collating data and assisting in the administration of client accounts dealing with all departments across the firm.
  • Assisting with general client enquiries, ad-hoc requests and any other additional tasks.
  • Dealing with telephone queries from clients and other colleagues in a timely manner.
  • Creating investments schedules, pitching documents on presentations for existing and potential clients.
  • Handling the production and distribution of corporate action letters for the investment managers.
  • Processing trades on behalf of Investment Managers. 
Desirable skills and experience
  • Basic understanding and experience of Stockbroking.
  • An interest in stock market, understanding of the different service levels in the firm.
  •  Intermediate level of Microsoft Office knowledge.
  • Excellent Analytical and Problem-Solving Skills; ability to analyse complex information.
  • Excellent verbal and written communication skills.
  • Ability to work to tight deadlines.
  • Excellent Organisational Time management skills.
Educated to A level; Undergraduate degree (preferable); plus, one paper of the CISI level 4.
Investment Advice Diploma in Securities or actively studying towards the full CISI Level 3 IOC qualification or one of the old Level 3 papers or other equivalent accredited body retail qualification relating to securities.
Completion of the full level 4 IAD exam will be a requirement once in the role.

25 days holiday plus bank holidays, discretionary bonus, contributory pension, private medical care and cycle to work scheme.
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