Associate Investment Management

This job description provides a comprehensive overview of the Associate Investment Manager position, including responsibilities, qualifications, and benefits. However, it has some formatting issues and redundancies that can be improved for clarity and professionalism.

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This is a fantastic opportunity for an Associate Investment Manager to join a rapidly growing Investment team in London . As an Associate Investment Manager , you will work closely with experienced Investment Managers and gain exposure to the wider financial planning team.

Job Description

Job Purpose

This role offers a unique chance to develop your career within a dynamic investment environment, supporting client portfolios and contributing to investment strategies.

Key Responsibilities

• Support client needs and maintain excellent client relationships.
• Assist with managing client portfolios, including dealing in line with your competency level.
• Prepare for client review meetings and provide necessary support.
• Conduct basic analysis as required.
• Assist with presentations, investment proposals, and pitches.
• Maintain accurate and up-to-date client records in accordance with Group policy.

Skills, Experience & Qualifications

• Ability to handle both new and existing clients.
• Understanding of the financial services industry and investment markets.
• Experience working within an investment management environment.
• Excellent written and verbal communication skills.
• Good numeracy and analytical skills.

Professional Qualifications and Education

• Holds a relevant Level 4 qualification or higher and maintains an up-to-date Statement of Professional Standing.

Additional Information

As a colleague at Evelyn Partners, you will have access to benefits including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working model (role dependent)
• Generous holiday package with options to purchase additional days
• Shared parental leave
• Fully funded professional qualification training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diverse perspectives and experiences, fostering an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is reflected in our active employee resource groups and initiatives. We are 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 discuss your needs with your recruiter.

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