At a Glance
- Tasks: Support investment processes and collaborate with senior leaders in a dynamic environment.
- Company: Exciting new investment management firm with growth potential.
- Benefits: High visibility, hybrid working, and future profit-share opportunities.
- Other info: Ideal for self-starters seeking meaningful exposure across investments.
- Why this job: Join at launch stage and influence a growing business while advancing your career.
- Qualifications: Level 4 qualified with early experience in investment research or wealth management.
The predicted salary is between 50000 - 70000 € per year.
An exciting opportunity has arisen to join a newly launching investment management business at a pivotal stage of growth. This is a rare chance to work directly with the founder in a broad, hands-on role with genuine visibility, autonomy and long-term progression.
The firm will deliver Managed Portfolio Services (MPS) to established IFA partners alongside selective bespoke mandates for larger clients. They are building a high-calibre, lean team and are looking for an intellectually curious investment professional to play a key supporting role.
The Role
- You will support the end-to-end investment process, working closely with senior leadership across:
- Investment research and fund analysis
- Portfolio monitoring and performance review
- Supporting MPS delivery to IFA partners
- Preparing investment and client materials
- Assisting with client queries and meetings where appropriate
- Contributing to the ongoing development of the investment proposition
This is a broad position suited to someone who wants to move beyond a siloed role and gain meaningful exposure across investments within a growing business.
About You
- Level 4 qualified (IMC, CFA, IAD or equivalent)
- Early experience within investment research, wealth management or MPS
- Strong interest in investments and markets
- Self-starter mindset with the ability to work in a lean environment
- Strong analytical and communication skills
- Comfortable working closely with senior stakeholders
Candidates from wealth managers, investment consultancies, boutique firms or strong investment-focused financial planning environments will be considered.
Why This Role?
- Rare opportunity to join at launch stage
- High visibility working directly with the founder
- Support to progress to Level 7 qualifications
- Future profit-share potential as the business scales
- Hybrid working with a Yorkshire base
If you’re looking for a role where you can accelerate your investment career and genuinely influence a growing business, I’d be keen to speak.
Investment Management Associate in York employer: BWD Search & Selection
Join a dynamic and innovative investment management firm at the forefront of its launch, where you will have the unique opportunity to work closely with the founder in a collaborative and high-impact environment. With a strong emphasis on employee growth, this role offers support for professional qualifications, hybrid working arrangements, and the potential for profit-sharing as the business expands. Experience a culture that values intellectual curiosity and autonomy, making it an ideal place for ambitious investment professionals seeking meaningful career progression.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management Associate in York
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those who might know the founders or key players in the business. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s mission and values. Show us you’re not just another candidate; demonstrate your genuine interest in their growth and how you can contribute to their vision.
✨Tip Number 3
Don’t shy away from showcasing your analytical skills! Bring examples of your past work or projects that highlight your ability to analyse investments and market trends. We love seeing how you think!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team at this exciting stage.
We think you need these skills to ace Investment Management Associate in York
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Investment Management Associate role. Highlight your qualifications like IMC or CFA, and any relevant experience in investment research or wealth management.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine interest in the role and the company. Mention how your self-starter mindset and analytical skills make you a perfect fit for this hands-on position.
Showcase Your Passion for Investments:In both your CV and cover letter, let us see your enthusiasm for investments and markets. Share any personal projects or insights that demonstrate your intellectual curiosity and commitment to the field.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Investment Stuff
Make sure you brush up on your investment knowledge before the interview. Understand the current market trends, key investment strategies, and the specifics of Managed Portfolio Services (MPS). This will show that you're not just interested in the role but are genuinely passionate about investments.
✨Showcase Your Analytical Skills
Prepare to discuss your analytical approach to investment research and fund analysis. Bring examples from your past experiences where you've successfully monitored portfolios or contributed to performance reviews. This will demonstrate your capability to support the end-to-end investment process.
✨Engage with Senior Stakeholders
Since this role involves working closely with senior leadership, think about how you can effectively communicate your ideas and insights. Practice articulating your thoughts clearly and confidently, as this will be crucial when assisting with client queries and meetings.
✨Emphasise Your Self-Starter Mindset
This position is all about autonomy and taking initiative. Be ready to share instances where you've taken charge of a project or driven results independently. Highlighting your self-starter attitude will resonate well with the firm's lean team culture.
