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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 finance enthusiasts wanting to make an impact in a collaborative environment.
- Qualifications: Strong academic background and 2-5 years of relevant experience required.
- Other info: Ideal for those pursuing professional qualifications like CFA or IMC.
The predicted salary is between 48000 - 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.
Investment Associate employer: Stephenson Executive Search
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 or insider information about the role.
✨Tip Number 2
Stay updated on current market trends and economic indicators that impact investment decisions. This knowledge will not only help you in interviews but also demonstrate your genuine interest in financial markets.
✨Tip Number 3
Familiarise yourself with the specific asset classes mentioned in the job description, such as Private Equity and Venture Capital. Understanding these areas will allow you to speak confidently about them during discussions with the hiring team.
✨Tip Number 4
Prepare thoughtful questions about the firm's investment strategies and client relationships. This shows your enthusiasm for the role and helps you stand out as a candidate who is genuinely interested in contributing to their success.
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 IMC, CFA, or CAIA, be sure to mention them prominently. If you're currently pursuing these qualifications, include that information to show your commitment to the field.
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 industry.
How to prepare for a job interview at Stephenson Executive Search
✨Showcase Your Financial Acumen
Make sure to highlight 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 Due Diligence Skills
Since the role involves conducting due diligence on external managers, be ready to explain your approach to evaluating investment opportunities. Use examples from your past experience to illustrate your analytical skills.
✨Prepare for Macroeconomic Discussions
Brush up on macroeconomic indicators and their relevance to portfolio management. You might be asked how you would use this information to inform investment decisions, so have some insights ready.
✨Emphasise Client Relationship Management
The role requires supporting client service efforts, so think about how you've built and maintained relationships in previous roles. Share specific examples that demonstrate your communication and interpersonal skills.
