At a Glance
- Tasks: Support clients and manage portfolios while learning from experienced investment management professionals.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Join a diverse and inclusive workplace committed to your growth and success.
- Why this job: Gain senior-level exposure and develop trusted client relationships in a dynamic team.
- Qualifications: Knowledge of financial services and strong communication skills are essential.
The predicted salary is between 36000 - 60000 £ 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 we place the power of good advice into more hands, guiding clients to make confident decisions and achieve their financial goals.
Job Description
We’re seeking a talented individual to join our Investment Management team in London. You will build and develop trusted relationships with clients, providing wide‑range support and assistance with the management of client portfolios. This role offers senior‑level exposure, being client‑facing and working alongside experienced high‑profile IM partners. You will learn and develop quickly from senior leaders in a dynamic, fast‑paced team.
Responsibilities
- Support client needs and manage portfolios, including dealing, in line with your competency status.
- Assist in preparing for client review meetings, providing support and basic analysis as required.
- Prepare presentations, investment proposals and pitches.
- Maintain comprehensive client records, accurate and up to date, following Group policy.
- Handle complaints by raising them with the Client Resolution team promptly and assisting in satisfactory resolution.
- Understand the sector, provide appropriate recommendations and collaborate with sector specialists; construct materials for analysis and communication to Investment Managers.
Qualifications & Experience
- Ability to engage with new and existing clients.
- Knowledge of the financial services industry and investment market.
- Experience in an investment management environment.
- Strong client and customer service ethic.
- Ability to work well under pressure and prioritise work.
- Excellent written and verbal communication skills, strong numeracy and analytical skills.
Professional Qualifications & Education
- Hold a relevant Level 4 qualification or above (aspiring for Level 7) and maintain an up‑to‑date Statement of Professional Standing.
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Employer pension contribution
- Hybrid working model (role‑dependent)
- Generous holiday package with option to purchase additional holiday
- Shared parental leave
Diversity & Inclusion
We are proud to value the differences that a diverse workforce brings, representing society and our clients. We have a wide range of active employee resource groups and are 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 and can achieve their full potential in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate you throughout the application process. Please let your recruiter know.
Associate Investment Management in London employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Investment Management in London
✨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 Management in London
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.
