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For Companies At a Glance
- Tasks: Support portfolio reviews, investment analysis, and client communications.
- Company: Join Evelyn Partners, a leader in wealth management with a focus on personalised advice.
- Benefits: Fully funded qualifications, competitive salary, private medical insurance, and generous holiday package.
- Why this job: Gain hands-on experience while making a real impact in finance and helping clients achieve their goals.
- Qualifications: Graduates with a 2:1 degree or above and passion for finance.
- Other info: Inclusive environment with strong support and career growth 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.
What You\’ll Be Doing
- 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
- Graduates from all disciplines who are 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
About Evelyn Partners
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.
Training and Support
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
Benefits
- 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
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.
Watch our video
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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 professionals in the investment management field. A friendly chat can lead to valuable insights and even job leads.
✨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 thoughts on current market trends or recent financial 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 the Graduate Programme 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 while still being approachable.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Evelyn Partners!
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 how different investment styles can impact portfolio performance. This shows your passion for finance and that you're serious about the role.
✨Showcase Your Communication Skills
Since you'll be drafting client communications, practice explaining complex financial concepts in simple terms. During the interview, demonstrate your ability to communicate clearly and effectively, as this is crucial for client interactions.
✨Prepare Questions About the Role
Think of insightful questions to ask about the Investment Management Associate position. Inquire about the types of clients you’ll work with or the support provided for completing the IAD and CISI qualifications. This shows your enthusiasm and interest in the role.
✨Highlight Team Collaboration
Evelyn Partners values teamwork, so be prepared to share examples of how you've successfully collaborated with others in the past. Discuss any experiences where you worked alongside financial planners or other professionals to achieve a common goal.