2024 Graduate Programme - London, United Kingdom - Arbuthnot Latham

Arbuthnot Latham
Arbuthnot Latham
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
***- Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.- Diverse and talented, with exceptionally high professional standards and a passion to deliver the very best for our clients, our people are our most vital asset. Rewarding and challenging, Arbuthnot Latham prides itself on encouraging colleagues to reach their full potential within a supportive and progressive environment. Our value-led culture underpins everything we do and we believe that every colleague contributes to the growth and success of the business.

Our Investment Management division offers a discretionary portfolio service whereby day-to-day investment decisions are made on our clients' behalf by our team of professional investment managers.

We choose assets from across the investment universe, from equities to bonds, property, hedge funds and commodities, and work alongside private bankers and wealth planners to offer a personalised, holistic financial management service to our clients.

You will receive training to perform the role of an Associate Investment Manager:


  • Client service, retention & satisfaction
  • Foster good relations with clients, assisting investment managers with retention, principally as written and telephone support covering non-investment related issues such as administration, service, communication and reporting.
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Investment Manager support
  • General administrative support to the client team, liaising with back office, other departments, third parties and clients, maintenance of data and document storage systems, etc.
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Team management & Projects
  • Assisting with the delivery of investment front / middle office projects under the guidance of business support management (BSM) including maintenance of system information, performance data, marketing data and support to the BSM team in their function of coordinating audit, risk controls and other information as required.
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Compliance & Procedures
  • To ensure the administrative side of client's affairs are managed in a regulatory and procedurally compliant manner, including ensuring client suitability reporting is carried out and the writing of suitability reports following attendance at meetings, and proactively ensuring that client portfolios are kept in line with designated restrictions and risk.


You will also take part in a structured training programme covering technical industry knowledge, professional and soft skills, and gain exposure to senior leaders, mentors and different areas of the Bank.

On successful completion of the programme, you'll be well positioned to take on a permanent role with us and begin a meaningful career in Arbuthnot Latham.


This is the foundation role for a career in investment management, and the first step towards becoming a regulated, client-facing advisor and portfolio manager.


Person Specification
***
Knowledge / Experience / Skills

  • Ability to manage your workload and balancing multiple demands and priorities
  • Excellent attention to detail and accuracy
  • Strong written and verbal communications skills
  • Strong numerical, data analysis, problemsolving and analytical skills
  • Aptitude for learning and willingness to develop
  • High level of confidentiality, diplomacy, and discretion
  • Collaborative, teambased approach
  • Ability to quickly adapt to change and learn new technologies
  • Strong interest in financial markets and management
  • On track to receive a 2:1 degree or above in any discipline.

Competencies

  • Performance Focus
  • Planning and Reviewing
  • Customer Focus
  • Working Proactively
  • Problem Solving & Judgment
  • Team Working
  • Communication & Confidence

Our Values

  • Our values define who we are. They ensure that we approach our work, our colleagues and our clients in the right way. Being a relationshipled organisation makes this all the more important. We know _what_ we do as a business, our values guide _how_ we do it.
  • Integrity
  • Energy & Drive
  • Empowerment
  • Respect
  • Collaboration

Application Process

About Us
***
Work, Life and Benefits

  • We offer a great package of benefits designed around you. From wellbeing and fitness to days out and dining, there are plenty of options to choose from, helping you make the most of your time outside work.

These will include:

At Arbuthnot Latham we offer:


  • A competitive salary
  • 25 days holiday plus Bank Holidays
  • Employer Pension Contributions
  • Private Medical Insurance
  • Cycle to Work Scheme
  • Season Ticket Loan
  • Agile (Hybrid) working arrangements
  • Charity Payroll Giving
  • Extensive offering of health and wellbeing resources and support services
  • Flexible benefits such as discounted gym membership, cinema tickets and restaurant vouchers.

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