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239 Financial Services / Investment jobs in Friday Hill, Waltham Forest

Private Client Advice Int...

Salary not available. View on company website.

Fisher Asset Management, LLC, City of Westminster

  • Full time
  • Graduate programme

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Posted today, 15 Jul

Front Office - Private Eq...

Salary not available. View on company website.

HSBC Group, City of Westminster

  • Full time
  • Temporary

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Posted today, 15 Jul

Intermediary Risk & Contr...

Salary not available. View on company website.

Close Brothers., Wimbledon Park, Wandsworth

  • Full time
  • Permanent

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Posted today, 15 Jul

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Associate, Corporate Advi...

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Mitsubishi UFJ Financial Group, City of Westminster

  • Full time
  • Permanent

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Posted today, 15 Jul

Audit Senior Manager - In...

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Bdo, City of Westminster

  • Full time
  • Permanent

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Posted 1 day ago, 14 Jul

Intermediary Risk & Contr...

Salary not available. View on company website.

Close Brothers Group, South Wimbledon, Merton

  • Full time
  • Permanent

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Posted 1 day ago, 14 Jul

Associate - Derivatives a...

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Mizuho International Plc, City of Westminster

  • Full time
  • Permanent

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Posted 1 day ago, 14 Jul

Analyst - CLM Team

Salary not available. View on company website.

Mizuho International Plc, City of Westminster

  • Full time
  • Permanent

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Posted 1 day ago, 14 Jul

Director - Strategic Debt...

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Lloyds Banking Group, City of Westminster

  • Full time
  • Permanent

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Posted 1 day ago, 14 Jul

Real Estate Finance Analy...

Salary not available. View on company website.

Hyde Group, City of Westminster

  • Full time
  • Permanent

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Posted 2 days ago, 13 Jul

Actuarial Analyst GMP (Se...

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XPS Pensions Group, City of Westminster

  • Full time
  • Permanent

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Posted 2 days ago, 13 Jul

12 Month Internship - Por...

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Credit Agricole CIB, City of Westminster

  • Full time
  • Graduate programme

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Posted 2 days ago, 13 Jul

Data Validation Administr...

Salary not available. View on company website.

Elysium Healthcare Limited, Borehamwood, Hertfordshire

  • Full time
  • Permanent

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Posted 2 days ago, 13 Jul

Bid Manager

Salary not available. View on company website.

TransUnion LLC., City of Westminster

  • Full time
  • Permanent

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Posted 2 days ago, 13 Jul

12 Month Internship - Lev...

Salary not available. View on company website.

Credit Agricole CIB, City of Westminster

  • Full time
  • Graduate programme

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Posted 2 days ago, 13 Jul

Fixed Income Portfolio Pn...

Salary not available. View on company website.

Millennium Management LLC, City of Westminster

  • Full time
  • Permanent

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Posted 2 days ago, 13 Jul

Senior Manager, CFO & Bus...

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Forvis Mazars, City of Westminster

  • Full time
  • Permanent

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Posted 2 days ago, 13 Jul

Operations Specialist - F...

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Millennium Management LLC, City of Westminster

  • Full time
  • Temporary

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Posted 2 days ago, 13 Jul

Sr Client Operations Anal...

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Wellington Management Company LLP, City of Westminster

  • Full time
  • Permanent

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Posted 2 days ago, 13 Jul

Senior Manager IWPB Credi...

Salary not available. View on company website.

HSBC Group, City of Westminster

  • Full time
  • Permanent

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Posted 2 days ago, 13 Jul
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Private Client Advice Internship

Salary not available. View on company website.

Fisher Asset Management, LLC, City of Westminster

  • Onsite working
  • Full time
  • Graduate programme

Posted today, 15 Jul

Job ref: ed35881f9bf44835813b255251dca435

Full Job Description

Fisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation is looking for a Finance Intern to help our Private Client Advice teams and support our rapidly expanding business. The Opportunity: As an Intern you will be involved in helping balance team workflow generated by our Private Client Directors along with helping members of the team with administrative tasks, assisting in dealing with requests from various departments and preparing materials for inclusion within client proposals. This is a fantastic opportunity for anyone looking to start a career in financial services and will give interns an in-depth understanding of the industry and of a firm that is expanding rapidly. The Day-to-Day: Liaise with external parties to gather information on prospective
clients' current investments Prepare resources for prospective client meetings Produce reports of prospective clients' current investments with outside providers Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources Prepare and send resources to current clients Assist in formulating elevations for senior management Run cash flow and portfolio simulations for inclusion in the proposals Contact losing providers for plan information Your Qualifications: Strong oral and written articulation skills Ability to collaborate well within a team Have a will-do attitude, be responsible, accountable and driven Be efficient and coordinated Highly reliable and accurate A keen interest in the financial services industry Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel
confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee
appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

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