Date posted:
Job type:
Full time
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Established in 2012, the Beaufort Group of Companies was created to address an increasing need for retail financial services advice and products. Our aim is to deliver sophisticated financial planning and investment management to individuals and companies in a transparent and value driven manner through partnerships with advisory firms.

This is an exciting opportunity for an enthusiastic, hard working and ambitious individual. The candidate will be exposed to fund analysis, portfolio construction and be provided with the necessary support and guidance in developing their career within the investment department. The Beaufort Group is a rapidly expanding business. We value a positive work ethic and determination to succeed as key attributes.

Role Responsibilities, Principal Objectives & TCF

  • Liaise with fund groups; gather data and arrange meetings
  • Update and maintenance of quantitative sector screens for discussion/appraisal by the Investment Team
  • Update and maintenance of qualitative Ethical screen on a quarterly basis
  • Update and maintenance of quantitative element of our proprietary PRETTI process on a quarterly basis
  • Preparation of the Investment & Asset Allocation Committee (IAAC) Meeting Pack
  • Minute-taking at the IAAC and other meetings as required by the Investment Team
  • Preparation for presentations
  • Respond to adviser queries within a given period
  • Support the Investment Team in the production of weekly, monthly and quarterly data dissemination
  • Ad-hoc duties and project work as required by the Investment Team

After completion of an in-house 2-year training programme, your role will extend to:

  • Analysis of funds, sectors and asset classes as required

Competencies and Behaviours Required


The candidate must demonstrate the ability to communicate with all levels of staff both internally and externally.
Strong written and oral skills are essential. The candidate must have a good command of the English language and be able to express themselves in a polite and business-like manner.

Team Work

The candidate must be a team player. Much of the work undertaken requires a team effort so an individual who works well as part of a group is essential.

The candidate will also be required to carry out independent work.

Problem Solving

The candidate must be able to analyse problems and offer solutions.

Self Management

We are a busy team, self-management and motivation is essential.

Planning and organising

Planning and organising There are many deadlines both regulatory and internal. The ability to work to tight timeframes with changing demands is important.


Knowledge of the following highly beneficial:

Software – Microsoft Windows, iOS and/or Android Operating Systems, Microsoft Office (particularly Excel), Working knowledge of FE Analytics, Lipper and/or Bloomberg is advantageous.
Hardware – PC and Laptop, Telephony


In addition to on the job training the candidate will be required to undertake industry relevant examinations; the IMC is a foundation examination which must be completed within the first six months (if not already held).

Membership to the CISI is essential and the candidate will be required to undertake annual CPD; to satisfy the requirements of the body.


Ideally one-year of experience within Investment Management.

Initiative and enterprise

Initiative is a key attribute.