Job role: This entry level role is an outstanding starting point for a career in Portfolio Mananagement. This is an
opportunity to learn about financial markets, different asset classes, investment products and how to
construct diversified portfolios for private clients.
You will assist the Portfolio Managers in the Central Investment Team in managing client portfolios,
producing pitch books/client reviews, updating central databases and constructing example portfolios.
Following successful completion of the required regulatory exams, generally assist in the trading and
management of client portfolios. Provide ad-hoc portfolio reporting and performance analysis. Attending
fund manager and external research provider meetings to improve general market knowledge.
Looking for: Graduate
How to apply: Please apply with your CV alongside your answers to the below questions in 200-300 words each.
1. What interested you most about how markets performed in 2020?
2. If you were given a windfall of £250,000, how would you invest it for the long-term (25 years plus)?
Along with your CV and answers to the above questions, please send us a video (MP4), as a WeTransfer
file, that is no longer than 5 minutes where you tell us a bit about yourself and which of your skills and
strengths are suited to a Trainee Portfolio Manager role at LGT Vestra.
Please email your application to [email protected]
Close date: 5 March 2021
Start date: March/April 2021
Successful candidates will be asked for two virtual interviews.
Please note, due to the high number of applicants, if you have not heard from us one week after closing date your application has not been successful.