Associate Investment Management
Associate Investment Management
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Job Description
Job Purpose
This is an exciting opportunity for an Associate Investment Manager to join a high preforming team in London.
As an Associate Investment Manager you will work in conjunction with the Investment Management team to build and develop trusted relationships with clients providing wideranging support and assistance with the management of client portfolios.
Key Responsibilities
- To look after and support client needs
- To assist with the management of client portfolios including dealing in line with your competency status
- To assist in preparing for client review meetings and provide support as required.
- To undertake basic analysis as required
- To assist with presentations investment proposals and pitches as required
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
Skills Experience & Qualifications
- Ability to deal with new and existing clients Required
- Understanding of the financial services industry and investment market Required
- Experience of working within an investment management environment Required
- Excellent communication skills both written and verbal Required
- Good numeracy and analytical skills Required
Qualifications :
Professional Qualifications and Education
- Holds a relevant level 4 qualification or above and maintains an uptodate Statement of Professional Standing
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
Fully funded training towards professional qualifications
Cycle to work scheme
Season ticket loan
Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners youll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity equity and inclusion is evident in our active employee resource groups and ongoing initiatives. Were dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please dont hesitate to discuss your needs with your recruiter.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
