At a Glance
- Tasks: Support investment strategy and asset allocation through research and analytics.
- Company: Evelyn Partners, a leader in UK wealth management with a focus on client needs.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Join a passionate team and make a real impact in investment management.
- Qualifications: Degree in Finance or Economics; strong attention to detail and organisational skills.
The predicted salary is between 40000 - 50000 £ per year.
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
The Financial Services division comprises the advisory and investment management services. Central to the division’s activities is the creation and oversight of its investment process which includes asset allocation and investment selection. Evelyn Partners’ investment methodology has been continually refined over a long period of time to cater for our clients’ broad range of circumstances and requirements. Accordingly, our services include personalised as well as bespoke portfolios, and centrally managed portfolios for clients with similar investment needs. We invest in a wide range of markets and investments, and different approaches may be appropriate through the economic cycle or according to client preference. As long‑term stewards, the sustainability of the investments that make up our client portfolios has always been an important consideration. Our belief is that a collegiate approach to investment decision‑making results in the best client outcomes.
A fully integrated research function:
- The individuals who have responsibility for investment recommendations also provide investment and relationship management.
- The asset allocation team which provides macro and quantitative inputs and plays the leading role in drawing together the different elements of investment recommendations.
- A management structure where oversight of the process is led by experienced and practicing Investment Managers from across the business.
One of the key drivers of consistent investment returns is the application of a structured macro‑economic view to asset allocations of all our clients’ investment portfolios.
Job Responsibilities
- Support senior members of the asset allocation team with ad‑hoc discretionary research and investment commentary as and when required.
- Support generation of internal and external presentations, documents, etc.
- Assist investment group chairs with organising and facilitating meetings and collateral.
- Help respond to ad‑hoc queries from Investment Manager community.
Model portfolios & analytics
- Support model portfolio construction and maintenance.
- Support the build out and provision of data & analytics to internal stakeholders covering asset allocation and central model portfolios.
- Assist with process controls, quality assurance and maintaining documentation for analytics processes.
- Ad hoc project work and analysis as needed.
Qualifications
- Degree in Finance, Economics, or quantitative subject.
- Have strong attention to detail and good planning/organisational skills.
- Knowledge of investments and investment strategies is important.
- Experience in an asset management or wealth management would be helpful.
- Advanced M365 (Excel, PowerPoint) skills.
- Experience of SQL/Snowflake and Python would be helpful.
- Experience of third‑party portfolio analytics systems (Refinitiv, FactSet, Bloomberg, Morningstar, etc.) would be helpful.
- Willingness to pursue professional qualifications (CFA / FRM / CIPM).
Additional Information
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Associate Investment Strategy employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth within the wealth management sector. With a commitment to diversity and inclusion, employees benefit from a supportive environment, competitive salaries, and opportunities for further qualifications, all while contributing to meaningful client outcomes in a hybrid working model. Located in the UK, the company fosters a strong sense of community among passionate professionals dedicated to delivering expert investment management and financial planning advice.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Investment Strategy
✨Get Involved in Finance Communities
Join investment and finance forums like CFA Society local chapters or online platforms like Financial Modeling World Championship. These communities are gold mines for networking, and they often have events where you can meet industry professionals who might lead you to that coveted role!
✨Leverage University Career Services
If you're still a student or recently graduated, don’t miss out on your university's career services. They often have partnerships with investment firms and can point you towards entry-level openings or internships—sometimes even exclusive to your uni!
✨Showcase Your Passion for Finance
Start a blog or social media account to discuss market trends or investment strategies. This not only showcases your passion but also makes you more visible to recruiters at firms like Evelyn Partners. They'll see your commitment and insight, setting you apart from the pack.
✨Utilise Our Job Board
Check out openings directly on our website and apply through us! Tailor your application to highlight your enthusiasm for asset management. We’re all about helping you land that entry-level role in investment—let's ace this together!
We think you need these skills to ace Associate Investment Strategy
Some tips for your application 🫡
Show Off Your Analytical Skills:In the world of investment and asset management, we need to see your ability to crunch numbers and analyse data. Don’t just state your qualifications; showcase projects or coursework where you've applied analytical skills, like financial modelling or statistical analysis. If you’ve worked with tools like Excel, mention it—it's a big plus!
Highlight Relevant Coursework or Projects:If you have an academic background in finance, economics, or a related field, make sure to include specific modules or projects that showcase your knowledge. We love seeing how you’ve applied theory to practice, so talk about any case studies or simulations you've participated in during your studies.
Craft a Motivational Cover Letter:As this is an entry-level position, your cover letter should express your eagerness to learn and contribute. Share your passion for investment strategies and how you keep up with market trends. Let us know why you're excited about joining Evelyn Partners and what you hope to achieve in this role!
Quantify Your Experience:Even if your experience is limited, anything you can quantify makes a difference—it could be a class project with tangible results or any relevant internships. If you’ve interned or worked on relevant projects, highlight your contributions with numbers. For instance, mention how a particular investment strategy improved a hypothetical portfolio’s performance.
How to prepare for a job interview at Evelyn Partners
✨Mastering Financial Concepts
Brush up on key financial terms and concepts relevant to asset management, like portfolio theory and risk management. We want to be prepared for those technical questions that'll test our understanding of how investments work and how to analyse them effectively.
✨Show Your Analytical Skills
Be ready to demonstrate your analytical capabilities through practical scenarios or case studies. You might be asked to interpret financial data or analyse a given investment strategy, so having examples of your past analysis projects or relevant coursework can really help us stand out.
✨Highlight Your Enthusiasm for Finance
As an entry-level candidate, showing genuine passion for the finance world is crucial. Let’s share stories about our interest in investments and how we've sought to learn more, whether through courses, reading, or personal investments. This can really resonate with interviewers at Evelyn Partners.
✨Prepare for Cultural Fit Questions
In entry-level interviews, cultural fit is often just as important as skills. Expect questions about how you work in teams or handle challenges. We should think about our teamwork experiences and how they align with the values of Evelyn Partners—let’s come across as not just a candidate, but as a potential colleague.
