At a Glance
- Tasks: Support investment strategy and asset allocation with research and analytics.
- Company: Join Evelyn Partners, a leader in wealth management with a focus on client needs.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday package.
- Other info: Hybrid working model and opportunities for professional qualifications.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Degree in Finance or Economics; knowledge of investments and strong analytical skills.
The predicted salary is between 30000 - 40000 £ 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 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 advisory and investment management services. Central to the division’s activities is the creation and oversight of its investment process, including asset allocation and investment selection. Evelyn Partners’ investment methodology has been refined over time to cater to a broad range of client circumstances and requirements. We invest in a wide range of markets and approaches, with sustainability being a key consideration. The investment process is structured around three key components:
- A fully integrated research function responsible for investment recommendations, research, and relationship management.
- The asset allocation team providing macro‑economic and quantitative inputs and leading the integration of investment recommendations.
- A management structure overseen by experienced Investment Managers from across the business.
Fixed‑Term Contract
This role is a 12‑month fixed‑term contract with the possibility of extension.
Job Responsibilities
- Support senior members of the asset allocation team with ad‑hoc discretionary research and investment commentary.
- Support generation of internal and external presentations, documents, and related materials.
- Assist investment group chairs with organising and facilitating meetings and collateral.
- Help respond to ad‑hoc queries from the Investment Manager community.
Model Portfolios & Analytics
- Support model portfolio construction and maintenance.
- Support build‑out and provision of data and analytics to internal stakeholders covering asset allocation and central model portfolios.
- Assist with process controls, quality assurance, and maintaining documentation for analytics processes.
- Perform ad hoc project work and analysis as needed.
Qualifications
- Degree in Finance, Economics, or a quantitative subject.
- Strong attention to detail and good planning and organisational skills.
- Knowledge of investments and investment strategies.
- Experience in asset management or wealth management.
- Advanced proficiency in M365 (Excel, PowerPoint).
- Experience with SQL, Snowflake, and Python.
- Experience with third‑party portfolio analytics systems (Refinitiv, FactSet, Bloomberg, Morningstar).
- Willingness to pursue professional qualifications (CFA, FRM, CIPM).
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We value diversity and are committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected and can achieve their full potential. We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
Associate Investment Strategy FTC 12 months employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a dynamic work environment where passionate professionals thrive in the field of wealth management. With a strong commitment to employee growth, competitive benefits including private medical insurance and a hybrid working model, and a culture that values diversity and respect, we empower our team to make meaningful contributions while supporting their professional development. Located in the UK, this role provides a unique opportunity to engage with a broad range of investment strategies and contribute to impactful financial decisions for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Investment Strategy FTC 12 months
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Evelyn Partners, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Evelyn Partners.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Evelyn Partners.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Evelyn Partners, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Associate Investment Strategy FTC 12 months
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Evelyn Partners want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Evelyn Partners.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Evelyn Partners will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Evelyn Partners. Numbers speak louder than words!
How to prepare for a job interview at Evelyn Partners
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Evelyn Partners want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withEvelyn Partners.
