Assistant Investment Manager

• Executes trades on instruction from Investment Manager, where appropriate
• Completes all work according to investment management procedures and standards, collates and verifies the accuracy of information and work provided
• Assists in preparation of review and new client meeting documentation
• Assist in fund selection, attend and organise fund manager meetings and select best in class funds to complement the existing fund composition
• Assist in the maintenance and construction of multi asset and multi-currency model portfolios and assist in the portfolio construction and rebalancing process
• There is limited client interaction at this stage, but any interaction should be maintained with RBC Brewin Dolphin’s conduct and professionalism standards
• Maintain historical portfolio performance records and produce quarterly investment packs for internal and external users
• Participate in and minute committee meetings
• Supports business development through correct application of client processes and procedures
• Assists team members as required and works effectively with colleagues
• Understands and complies with all CBI/regulatory regulations and principles applying to an investment management role and adheres to Conduct Risk standards and all other Brewin Dolphin Policies and Procedures
• Understands RBC BD Values and Behaviours (RBC Blueprint) and consistently demonstrates them through their working practices and interactions with clients and colleagues
• Challenges existing processes and procedures to improve the client experience
• Always acts with integrity to achieve a fair client outcome, despite any challenges
• Takes on challenges where they know they can contribute to the success of a task / project

• Working towards QFA qualification as minimum
• Proven industry experience in Investment Management Support role or similar
• Ability to prioritise workload and identify when they need support to achieve goals
• Gaining an understanding of portfolio management, client advice processes and industry knowledge
• Maintains up to date knowledge of the market and regulation changes through Continuous Professional development (CPD)
• Accuracy and attention to detail
• Strong numerical skills, advanced Excel expertise desirable
• Proven IT desktop skills especially Microsoft Office, with Word and PowerPoint proficiency desirable
• Clear and concise communication skills – oral and written
• Ability to meet deadlines/work within restricted timescales
• Flexible and reliable team member
• Ability to work on own initiative to achieve required results
• Collaborative and inclusive approach to work

Existing knowledge of RBC Brewin Dolphin culture and values

• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team