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For Companies At a Glance
- Tasks: Help clients achieve financial goals through investment analysis and portfolio management.
- Company: Join Evelyn Partners, a leader in wealth management with a supportive culture.
- Benefits: Competitive salary, private medical insurance, and fully funded professional qualifications.
- Why this job: Gain hands-on experience while making a real difference in clients' financial futures.
- Qualifications: 2:1 degree or above, 112 UCAS points, and a passion for finance.
- Other info: Inclusive environment with excellent learning and development opportunities.
The predicted salary is between 28800 - 43200 £ per year.
Overview
As an Investment Management Associate, you’ll work with private individuals, charities, and institutions to help them achieve their financial goals.
You’ll learn how to:
- Assess global economic strategies
- Understand asset classes and investment styles
- Build bespoke, high-performing portfolios
- Evaluate risk and deliver client-focused solutions
You’ll gain hands-on experience while studying for the Investment Advice Diploma (IAD) and CISI’s Chartered Wealth Manager Qualification, supported by our expert Learning & Development team.
Responsibilities
- Supporting portfolio reviews and investment analysis
- Attending investment meetings and briefings
- Drafting client communications and performance summaries
- Collaborating with Financial Planners, Tax Advisers, and Solicitors
- Managing client trades and liaising with operations team
Qualifications
- On track for or have achieved a 2:1 degree or above
- Have 112 UCAS points from top 3 A-levels (excluding General Studies)
- Hold GCSE Grade 5 (or B) in English Language and Maths
- Eager to complete the IAD and CISI qualifications
- Passionate about finance, people, and making a difference
Our People & Learnings
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.
Learning & Development & Benefits
You’ll be supported every step of the way by our dedicated Learning & Development team and training partners. You’ll join a cohort of graduates, with access to:
- A personal buddy
- Expert-led training
- Real client scenarios
- A supportive network to help you thrive
- Fully funded professional qualifications
- Competitive salary
- Private medical insurance
- Life assurance & pension contribution
- Generous holiday package + option to buy more
- Cycle to work scheme & season ticket loan
- Shared parental leave & eye care support
Inclusion
Our Commitment to Inclusion: We believe diverse perspectives drive better outcomes. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported. Need adjustments during the application process? Just let us know – we’re here to help.
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Graduate Programme, Investment Management employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Programme, Investment Management
✨Tip Number 1
Network like a pro! Reach out to alumni from your university or connections in the finance industry. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to investment management. We recommend doing mock interviews with friends or mentors to boost your confidence.
✨Tip Number 3
Show your passion for finance! During interviews, share your insights on current market trends or recent news. This will demonstrate your enthusiasm and knowledge in the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities right there.
We think you need these skills to ace Graduate Programme, Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investment Management role. Highlight any relevant coursework, projects, or internships that showcase your passion for finance and client-focused solutions.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re excited about this opportunity and how your background makes you a great fit. Be genuine and let your personality come through!
Showcase Your Communication Skills: Since you'll be drafting client communications and performance summaries, it's crucial to demonstrate your written communication skills. Keep your application clear, concise, and professional – we want to see your ability to convey complex information simply.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Stuff
Brush up on your knowledge of global economic strategies and asset classes. Be ready to discuss current market trends and how they might impact investment decisions. Showing that you’re informed will impress the interviewers.
✨Show Your Passion for People
Evelyn Partners values a client-focused approach, so be prepared to share examples of how you've helped others achieve their goals. Whether it’s through teamwork or personal experiences, demonstrating your passion for making a difference will resonate well.
✨Prepare for Real Scenarios
Familiarise yourself with common client scenarios in investment management. Think about how you would draft client communications or summarise performance. This practical knowledge will show that you’re ready to hit the ground running.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the role, the team, and the company culture. This not only shows your interest but also helps you determine if this is the right fit for you.