Schroders Benefits Overview

Conduct bottom-up fundamental stock selection for the Communications Services sector, generate high-conviction investment ideas, build financial models, analyse companies versus sector dynamics, present recommendations at research meetings, and collaborate with regional analysts and portfolio managers to drive portfolio inclusion decisions.

Provide administrative and client support to Wealth Planners and Paraplanners: prepare documentation, process new business applications, liaise with product providers, manage client servicing tasks (surrenders, withdrawals, income), maintain accurate records, reconcile fees/commissions, support projects and reporting, and ensure compliance with Schroders policies and regulatory standards while delivering excellent client service.

Support origination, structuring and execution of infrastructure debt deals. Review financial models and cash flows, conduct due diligence, prepare transaction documentation and investment materials, support asset management and ESG/sustainability activities, and monitor market and sector themes.