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- Tasks: Assist senior analysts in fund research and operational due diligence.
- Company: Join a renowned Wealth Management firm serving high-net-worth clients.
- Benefits: Competitive salary, potential for career growth, and a dynamic work environment.
- Why this job: Kickstart your investment career with hands-on experience in a supportive team.
- Qualifications: Recent graduates or those with junior investment experience; proficiency in office software required.
- Other info: Ideal for motivated individuals passionate about investment research.
The predicted salary is between 24000 - 42000 £ per year.
Salary Level: 28-30K
Our Client: An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.
The Role: Junior level role – Recent Graduates Only. This is a fantastic opportunity for a highly motivated recent graduate who is looking to develop into a long-term investment-facing career with a widely known Wealth Management firm. Our client is looking for a Junior Level Investment Associate to assist the Head of Fund Selection as well as the senior fund analysts within our client’s multi-asset Team in running the centralised fund research programme.
Responsibilities:
- Assisting senior analysts in fund research and Operational Due Diligence.
- Preparing and analysing investment and economic data when required.
- Acting as support to the broader Multi-Asset team, responding to front office requests on specific funds.
- Supporting the team with any queries and assisting senior level analysts with operational work when necessary.
- Confidently assisting senior analysts in Client migrations, Asset Maintenance, Compliance & Legal, Marketing, and Fund Dealing with timely and accurate responses.
The Candidate:
- Recent University Graduate or Investment related junior experience.
- A passion for Investment Research!
- Existing proficiency required across the standard office suite – Word, Excel, PowerPoint, but also more advanced database software such as Visual Basic, MS Access, and Power BI.
- Delivery to deadlines.
- Able to respond respectfully but forcefully to senior colleagues.
- Entrepreneurial.
- Excellent internal and external presentation skills.
Investment Associate , Fund Research , Recent Graduate employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate , Fund Research , Recent Graduate
✨Tip Number 1
Network with professionals in the wealth management industry. Attend relevant events, webinars, or workshops where you can meet people who work in investment roles. This can help you gain insights and potentially get referrals for the Investment Associate position.
✨Tip Number 2
Familiarise yourself with the latest trends in investment research and multi-asset strategies. Read industry reports, follow financial news, and engage with thought leaders on social media to demonstrate your passion and knowledge during interviews.
✨Tip Number 3
Practice your presentation skills, as excellent internal and external communication is crucial for this role. Consider joining a local Toastmasters club or participating in mock presentations to build your confidence and delivery style.
✨Tip Number 4
Showcase your proficiency in advanced database software like Visual Basic, MS Access, and Power BI. If you have any projects or coursework that involved these tools, be prepared to discuss them in detail to highlight your technical skills.
We think you need these skills to ace Investment Associate , Fund Research , Recent Graduate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant coursework, projects, or internships related to investment research. Emphasise any experience with data analysis tools like Excel, Power BI, or Visual Basic.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment research and your motivation to work in wealth management. Mention specific skills that align with the job description, such as your ability to analyse economic data or assist in operational due diligence.
Highlight Relevant Skills: In your application, clearly outline your proficiency in the required software and tools. Provide examples of how you've used these skills in academic or practical settings, especially in relation to fund research or analysis.
Show Enthusiasm for the Role: Convey your enthusiasm for the position and the company in your application. Research the firm and mention why you are excited about the opportunity to contribute to their multi-asset team and support senior analysts.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Show Your Passion for Investment Research
Make sure to express your enthusiasm for investment research during the interview. Share any relevant projects or coursework that demonstrate your interest and knowledge in the field, as this role is all about supporting fund research.
✨Demonstrate Technical Proficiency
Be prepared to discuss your experience with tools like Excel, Power BI, and any database software you’ve used. Highlight specific examples of how you've applied these skills in your studies or previous roles, as technical proficiency is key for this position.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle pressure. Think of scenarios where you had to meet tight deadlines or respond to challenging requests, and be ready to explain your thought process and outcomes.
✨Practice Professional Communication
Since the role involves interacting with senior analysts and clients, practice articulating your thoughts clearly and confidently. Use mock interviews to refine your presentation skills and ensure you can respond respectfully yet assertively when discussing ideas.
