Kames Capital has an excellent opportunity for a school leaver to gain an introduction to the Asset Management Industry by joining our Client Management team as a Junior Client Management Analyst. The role is part of Kames Capital’s Investment20/20 programme which is an organisation created to make the industry more accessible to school leavers. The successful candidate will gain first hand insight into the industry while making a real contribution to the success of the business. This is a one year fixed term contract.
The role purpose is to provide service support to our Client Management team covering Institutional, Insured and Retail clients across the UK and Europe.
The role is based in our Edinburgh offices with competitive salary.
Start date: February/March 2019
The Investment20/20 Training Programme includes:
Induction training A programme of events throughout your contract at one of the member firm’s offices Opportunity to start a foundation qualification with the Chartered Institute of Securities and Investment (CISI)
Regular feedback from your HR and/or line manager
Access to Investment20/20 on line resources including training and careers information
More information on Investment20/20 can be found at www.investment2020.org.uk
Provide a range of support activities to assist a team of 9 Client Management professionals. The team are responsible for providing the highest level of service and management for a diverse client base.
Activities will include:
Client Reporting – prepare regular and adhoc reporting covering investment performance, portfolio trading and valuation.
Data Analysis – prepare internal reporting from information contained in the Client Management system (SalesForce)
Management Information – provide support to the Head of Client Management in the
collation and preparation of a range of management reporting covering client service performance metrics
Invoices – support in the review of invoices and rebates
Procedures - contribute to developing and maintaining appropriate procedures to ensure client regulatory and contractual deliverables are met
In addition to the duties and responsibilities listed, the job holder may be required to perform other duties assigned by his/her manager from time to time so long as such duties are within the scope and ability of the job holder.
Skills and experience
Excellent communication & interpersonal skills are required and a keen ability to learn and has the ability to work as part of a team.
Confident, self-assured, assertive and friendly.
Adaptable and achievement orientated.
High level of competence of appropriate word processing and presentation software - Word, Excel and Power Point
National 5s A-C and ideally a minimum of 3 Highers or equivalent.