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- Tasks: Support the investment team with research, portfolio management, and client relations.
- Company: Join a dynamic London-based Private Investment Office managing over £3bn in assets.
- Benefits: Gain exposure to top-performing managers and diverse asset classes.
- Why this job: Perfect for those passionate about finance and eager to make an impact in investments.
- Qualifications: Strong academic background and 2-5 years of relevant experience required.
- Other info: Ideal for candidates pursuing professional qualifications in finance.
The predicted salary is between 43200 - 72000 £ per year.
Founded in 2016, my client is an independent, London-based Private Investment Office managing over £3bn in assets for families and institutions. The firm provides highly customised advice, helping clients diversify their portfolios across Credit, Equities, Private Equity, Venture Capital, Real Estate, and uncorrelated strategies. Leveraging a strong network of shareholders and clients, the firm benefits from access to many top-performing (and often hard-closed) managers across these asset classes.
The Investment Associate will support the CIO and broader investment team across a range of functions, including:
- Conducting due diligence on new external managers and updating research on existing managers across asset classes (Credit, Equity, Absolute Return, Private Equity, Real Estate, Venture Capital)
- Assisting with macroeconomic research to inform portfolio construction and rebalancing decisions
- Supporting client portfolio management by monitoring performance and ensuring portfolios remain within investment guidelines
- Preparing materials for client meetings, including quarterly performance reports
- Providing operational support as needed (e.g. statement reconciliation, performance verification)
- Supporting client service efforts and helping portfolio managers strengthen client relationships
The ideal candidate will demonstrate the following:
- Strong academic background, including a degree from a reputable institution
- 2–5 years of relevant experience, ideally within a (multi-)family office, endowment fund, asset manager, or strategy consultancy with a financial services focus
- Minimum A-level qualification in Mathematics or a quantitative degree
- Genuine interest in financial markets and investing
- Progress towards, or interest in pursuing, professional qualifications such as the IMC, CFA, or CAIA
Feel free to apply should the role be of interest.
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate
✨Tip Number 1
Network with professionals in the investment sector, especially those working in family offices or asset management. Attend industry events, webinars, and conferences to make connections that could lead to referrals.
✨Tip Number 2
Stay updated on current market trends and economic indicators. This knowledge will not only help you in interviews but also demonstrate your genuine interest in financial markets, which is crucial for the role.
✨Tip Number 3
Prepare to discuss specific investment strategies and case studies during interviews. Being able to articulate your understanding of different asset classes and how they fit into a diversified portfolio will set you apart.
✨Tip Number 4
Consider pursuing relevant professional qualifications like the CFA or IMC if you haven't already. Showing commitment to your professional development can significantly enhance your candidacy for the Investment Associate position.
We think you need these skills to ace Investment Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, particularly in areas like due diligence, macroeconomic research, and client portfolio management. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in financial markets and investing. Mention any relevant qualifications or experiences that align with the role of Investment Associate, and explain why you want to work for this particular firm.
Highlight Relevant Qualifications: If you have any professional qualifications such as the IMC, CFA, or CAIA, be sure to mention them prominently in your application. If you're currently pursuing these qualifications, include that information as well.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects attention to detail, which is crucial in the investment field.
How to prepare for a job interview at Stephenson Executive Search
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of various asset classes like Credit, Equities, and Private Equity. Be prepared to discuss recent market trends and how they might impact investment strategies.
✨Demonstrate Analytical Skills
Since the role involves conducting due diligence and macroeconomic research, be ready to showcase your analytical skills. You might be asked to analyse a case study or provide insights on a specific investment scenario.
✨Prepare for Client Interaction Scenarios
As client relationship management is key, think about how you would handle different client scenarios. Prepare examples of how you've successfully managed client expectations or resolved issues in the past.
✨Highlight Your Teamwork Experience
The Investment Associate will work closely with the CIO and other team members. Be ready to discuss your experience working in teams, how you contribute to group dynamics, and any collaborative projects you've been part of.
