Job Title

EGR Wealth is a modern, dynamic investment management business offering Discretionary Fund Management (DFM) services to a diverse range of retail clients across the UK. At EGR Wealth, we believe people deserve a better service than that offered by traditional financial institutions. We are seeking a candidate with a passion for portfolio management . This role offers a unique opportunity to shape our investment strategies and launch your own investing philosophy . Roles and Responsibilities The successful candidate will have a keen desire to learn the operations of a successful discretionary fund management business . Trading & Portfolio Management: Manage the end-to-end process for full disinvestment transfers, ensuring all necessary trade authorisations are obtained before execution . Calculate pro-rata amounts required for regular income payments and SIPP fees, executing sales accordingly to maintain the portfolio mandate . Utilise management software functions to perform fund switches and ensure portfolios remain aligned with the target strategy . Conduct modelling to identify and reduce deviations from the investment mandate . Investment Analysis and Reporting: Utilise investment skills to conduct research into funds, ETFs, and direct stocks to support decision-making . Produce performance documentation and conduct in-depth analysis to attribute performance to individual securities . Utilise FE Analytics monthly by mirroring Asset Allocation (AA) data to ensure performance tracking is accurate . Produce the DP Score report by incorporating current Asset Allocation data into the scoring document . Investment Administration and Marketing: Lead the production, accuracy checking, and distribution of monthly MPS factsheets and brochures . Draft and circulate investment commentary to stakeholders . Collaborate with senior staff to prepare governance packs . Address client queries professionally and promptly . Assist with the collection and preparation of data required for ad-hoc FCA submissions. Experience and Skills The ideal candidate will have the following; Minimum 2 years of experience in the financial industry Proficiency with financial software packages, specifically FE Analytics Strong organizational and time management skills with the ability to prioritise and multi-task effectively. Excellent written and verbal communication skills, especially for drafting investment commentary. A strong work ethic and the ability to work independently using their own initiative. Qualifications Part or fully qualified with CISI Level 4 professional investment qualifications (minimum). Following exams applicable: CISI / CII - Certificate in Discretionary Investment Management CII - CF1 - UK financial services, regulation and ethics CII - RO1 Paper - Regulation and Ethics CFA Institute - Investment Management Certificate Willingness to work towards further Investment Management qualifications to become a registered professional. Central London (near Fernchurch St station) office-based role with some structured hybrid working from home hours. TPBN1_UKTJ