Career Center

Responsibilities:

• Assist with managing and running all aspects of the firms the AIM/Inheritance Tax Service portfolio??
• Carryout in depth?? bottom up company analysis on companies listed on the AIM stock exchange and formulate investment recommendations for the portfolio
• On site due diligence
• Develop relationships with management teams??
• ??generating performance data for client reporting??
• Conducting client trades??
• Client management??

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Experience:

• University Degree (min 2.1)
• MBA and/or CFA preferred??
• Min 7+ years of investment management experience of analysing the UK Small-CaP universe .??
• Excellent understanding?? of the UK AIM market
• Knowledge of?? Inheritance Tax (IHT) solutions??
• CISI Level 4 qualified (minimum).
• Excellent attention to detail??
• Strong data skills??
• Good relationship management and client enganelmet agabili??
• Excellent written and verbal communication skills.

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