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Trainee Investment Manager

Regal Brooke Limited
Cardiff, Cardiff County, United Kingdom
Competitive Salary
Closing date
Jun 24, 2024

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Job Role
Contract Type
Full Time
Trainee Investment Manager

Are you ready to embark on an exhilarating journey into the dynamic world of investment management? We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers. This is an extraordinary opportunity to kick-start your career in one of the most competitive and rewarding fields in the financial industry.

As a Trainee Investment Manager, you will be part of a team that manages and maximises the investments of our esteemed clients. Under the guidance of seasoned professionals, you will receive comprehensive training, hands-on experience, and exposure to a diverse range of investment strategies and asset classes. This programme is specifically designed to nurture and develop your talents, providing you with a solid foundation to excel in the world of finance.


Learn the ropes: Immerse yourself in a rigorous training curriculum that covers the fundamentals of investment management, including portfolio analysis, risk assessment, asset allocation, and market research.

Conduct research: Collaborate with senior investment managers to analyse market trends, economic indicators, and company financials to identify investment opportunities.

Build investment portfolios: Assist in constructing and managing investment portfolios for clients, ensuring alignment with their financial objectives and risk tolerance.

Monitor investments: Regularly review and assess the performance of investment portfolios, making recommendations for adjustments and rebalancing as necessary.

Stay up-to-date: Keep abreast of industry news, global economic developments, and regulatory changes that may impact investment strategies.

Client communication: Collaborate with the client relationship team to prepare investment reports, communicate investment strategies, and address client inquiries or concerns.

Develop financial acumen: Enhance your understanding of financial products, investment vehicles, and market dynamics through continuous learning and professional development opportunities.


Education: A bachelor's or master's degree in finance, economics, business, or a related field is required.

Passion for finance: Demonstrated enthusiasm and keen interest in the financial markets and investment management.

Analytical mindset: Strong analytical skills with the ability to interpret complex data and make informed investment decisions.

Detail-oriented: Meticulous attention to detail to ensure accuracy in investment analysis and reporting.

Team player: Excellent interpersonal skills and the ability to collaborate effectively within a team environment.

Strong communication: Exceptional written and verbal communication skills to articulate investment strategies and interact with clients.

Adaptability: A flexible and adaptable mindset to thrive in a fast-paced, ever-evolving industry.

Integrity: Strong ethical standards and a commitment to maintaining client confidentiality and trust.

Technology proficiency: Proficiency in financial software and tools such as Excel, Bloomberg, and investment management platforms is an asset.

Join our graduate training programme as a Trainee Investment Manager, and unlock a world of possibilities in the finance industry. You will receive unparalleled mentorship, a challenging work environment, and the opportunity to make a significant impact in the lives of our clients. Are you ready to launch your career in investment management and shape the future of finance? Apply now!

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