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For Companies At a Glance
- Tasks: Assist senior analysts in fund research and operational due diligence.
- Company: Join a renowned Wealth Management firm serving High-Net-Worth Clients.
- Benefits: Competitive salary of £28-30K with opportunities for career growth.
- Why this job: Kickstart your investment career in a supportive, dynamic environment focused on professional development.
- Qualifications: Recent graduates or those with junior investment experience; proficiency in office software required.
- Other info: Ideal for motivated individuals passionate about investment research.
The predicted salary is between 24000 - 42000 £ per year.
An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.
The Role
Junior level role – Recent Graduates Only. This is a fantastic opportunity for a highly motivated recent graduate who is looking to develop into a long-term investment-facing career with a widely known Wealth Management firm. Our client is looking for a Junior Level Investment Associate to assist the Head of Fund Selection as well as the senior fund analysts within our client’s multi-asset Team in running the centralised fund research programme.
The Investment Associate will be responsible for:
- Assisting senior analysts in fund research, Operational Due Diligence and preparing and analysing investment and economic data when and as required.
- Acting as support to the broader Multi-Asset team, responding to front office requests on specific funds, supporting the team with any queries and assisting senior level analysts with operational work when necessary.
- Confidently assisting senior analysts in Client migrations, Asset Maintenance, Compliance & Legal, Marketing, Fund Dealing with timely and accurate responses.
The Candidate
Recent University Graduate or Investment related junior experience. A passion for Investment Research! Existing proficiency required across the standard office suite – Word, Excel, PowerPoint, but also more advanced database software such as Visual Basic, MS Access and Power BI. Delivery to deadlines. Able to respond respectfully but forcefully to senior colleagues. Excellent internal and external presentation skills.
Seniority level: Associate
Employment type: Full-time
Job function: Analyst, Research, and Other
Industries: Investment Management, Investment Advice, and Financial Services
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate , Fund Research , Recent Graduate
✨Tip Number 1
Network with professionals in the investment management field. Attend industry events, webinars, or local meetups to connect with people who work at wealth management firms. This can help you gain insights into the role and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends in investment research and fund management. Read industry publications, follow relevant blogs, and engage with thought leaders on social media to stay updated and demonstrate your passion during interviews.
✨Tip Number 3
Practice your analytical skills by working on case studies or simulations related to fund research. This will not only enhance your understanding but also give you concrete examples to discuss during interviews, showcasing your readiness for the role.
✨Tip Number 4
Prepare thoughtful questions about the firm and its investment strategies to ask during interviews. This shows your genuine interest in the position and helps you stand out as a candidate who is eager to learn and contribute.
We think you need these skills to ace Investment Associate , Fund Research , Recent Graduate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant coursework, projects, or internships related to investment research. Emphasise any experience with financial analysis or data management tools like Excel and Power BI.
Craft a Compelling Cover Letter: In your cover letter, express your passion for investment research and explain why you want to work in wealth management. Mention specific skills that align with the job description, such as your ability to analyse economic data or assist senior analysts.
Showcase Relevant Skills: Highlight your proficiency in office software and any advanced database skills. If you have experience with Visual Basic or MS Access, make sure to mention it, as these are valuable for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that your documents are formatted professionally. A polished application reflects your attention to detail.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Show Your Passion for Investment Research
Make sure to express your enthusiasm for investment research during the interview. Share any relevant projects or coursework that demonstrate your interest and knowledge in the field, as this role is all about supporting fund research.
✨Demonstrate Proficiency in Relevant Software
Since the role requires proficiency in tools like Excel, Power BI, and database software, be prepared to discuss your experience with these applications. You might even want to mention specific projects where you used these tools effectively.
✨Prepare for Technical Questions
Expect questions related to fund research and operational due diligence. Brush up on key concepts and be ready to discuss how you would approach analysing investment and economic data, as well as responding to queries from senior analysts.
✨Practice Your Presentation Skills
Given the importance of internal and external presentation skills in this role, practice explaining complex investment concepts clearly and concisely. This will help you convey your ideas effectively during the interview.
