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- Tasks: Manage investment portfolios for diverse clients and develop tailored strategies.
- Company: Join Meredith Brown Associates, a leading firm in investment management.
- Benefits: Enjoy professional development support and a collaborative work environment.
- Why this job: Be part of a dynamic team driving impactful investment strategies and business growth.
- Qualifications: 3+ years in professional services; strong academic background and bilingual in Arabic and English.
- Other info: Opportunities for further qualifications like CFA are available.
The predicted salary is between 28800 - 48000 £ per year.
Role & Responsibilities:
- You will initially be allocated investment portfolios which will cover a range of institutional and family office clients.
- Portfolios will be largely managed on a fully discretionary basis by teams of three to six people.
- The aim of the portfolio management team is to specify, develop and execute the clients’ investment strategies.
- This will involve, among other things, the setting of long-term asset allocation targets, the evaluation and selection of third-party investment managers, the design and oversight of derivative overlay strategies, the research and generation of tactical asset allocation ideas, and attendance at client meetings to report on investment performance and discuss investment strategy.
- Help drive the firm’s business development in the region in particular by identifying prospects, engaging key leaders, participating in meetings and preparing meeting notes and follow-ups (including pitch materials).
- Perform due diligence on third-party investment managers, co-authoring investment strategy White Papers and helping to develop the Company brand.
- Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
- Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
Skills Required:
- Be an intellectually curious team player with a strong desire to further the Company’s reputation for excellence.
- Strong academic background with a genuine passion for financial markets.
- Good problem-solving and interpersonal skills and thrive in a collaborative working environment.
- Approximately 3+ years in a professional services role (e.g., within management consulting, investment banking, and accounting).
- Strong language skills and be bi-lingual (Arabic and English) with experience of having lived in and worked in the GCC.
- Be keen to commit to further professional development (e.g., obtaining the CFA qualification), which we will be supported.
Please note: Due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.
Investment Associate - Meredith Brown Associates employer: Meredith Brown Associates
Contact Detail:
Meredith Brown Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate - Meredith Brown Associates
✨Tip Number 1
Network with professionals in the investment sector, especially those who have experience in managing portfolios for institutional and family office clients. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends in investment strategies.
✨Tip Number 2
Familiarise yourself with the specific investment strategies and asset allocation techniques that are popular in the GCC region. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to understanding the market where you'll be working.
✨Tip Number 3
Prepare to discuss your previous experiences in professional services roles, particularly how they relate to problem-solving and collaboration. Be ready to provide examples of how you've contributed to team success in past positions, as this is crucial for a role that thrives on teamwork.
✨Tip Number 4
Show your enthusiasm for continuous learning by researching the CFA qualification and other relevant certifications. Mentioning your plans for professional development during interviews can highlight your dedication to the field and align with the company's values.
We think you need these skills to ace Investment Associate - Meredith Brown Associates
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, particularly any roles that involved portfolio management or client engagement. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial markets and your understanding of the role. Mention your experience with institutional clients and your ability to work collaboratively within a team.
Highlight Language Skills: Since the role requires bilingual proficiency in Arabic and English, ensure you clearly state your language skills in both your CV and cover letter. Provide examples of how you've used these skills in a professional context.
Showcase Professional Development: Mention any ongoing or completed professional qualifications, such as the CFA, in your application. This demonstrates your commitment to furthering your expertise and aligns with the company's values.
How to prepare for a job interview at Meredith Brown Associates
✨Showcase Your Financial Market Passion
Make sure to express your genuine interest in financial markets during the interview. Share specific examples of how you've engaged with market trends or investment strategies, as this will demonstrate your enthusiasm and knowledge.
✨Highlight Team Collaboration Skills
Since the role involves working in teams, be prepared to discuss your experiences in collaborative environments. Share instances where you contributed to a team's success, particularly in problem-solving or project execution.
✨Prepare for Technical Questions
Expect questions related to asset allocation, investment strategies, and due diligence processes. Brush up on these topics and be ready to discuss your understanding and any relevant experiences you have had in these areas.
✨Demonstrate Cultural Awareness
Given the requirement for bilingual skills and experience in the GCC, be ready to discuss your cultural insights and how they can benefit the firm. This could include your understanding of local market dynamics or client expectations.
