Cameron Beattie
Trainee Investment Manager
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About
I am currently working as a Trainee Investment Manager with two years’ experience and worked alongside a number of Investment Managers and Investment Directors. Throughout this role, I have thrived in high pressure situations, ensuring accuracy, paying attention to detail while bringing a strong work ethic to the table. I have gained hands-on experience in financial planning, research, suitability, and business development alongside the investment desk.
These experiences have equipped me with a well-rounded skill set that can contribute to any team.
Experience
I am currently working as a Trainee Investment Manager with two years’ experience and worked alongside a number of Investment Managers and Investment Directors. Throughout this role, I have thrived in high pressure situations, ensuring accuracy, paying attention to detail while bringing a strong work ethic to the table. I have gained hands-on experience in financial planning, research, suitability, and business development alongside the investment desk.
These experiences have equipped me with a well-rounded skill set that can contribute to any team.
Education
CISI Chartered Wealth Manager / Ongoing
I have passed Financial Markets and Portfolio Construction Theory and will be sitting the final exam in November.
CISI Level 4 Investment Advice Diploma (Securities) / Passed / 2021-2022
- UK Regulation & Professional Integrity
- Investment, Risk & Taxation
- Securities
MSc (Econ) Finance and Investment Management / Passed with Commendation / University of Aberdeen / 2020 – 2021
