Investment Associate
£38,000 – £42,000 depending on experience | Central London | Riverside office with on-site Nuffield Health gym, swimming pool and café
The role
Are you already working within wealth management, investment management or a similar financial services environment and looking to develop your career within an investment team?
Tanager Wealth Management is looking for an Investment Associate to join its growing Investment Team in the City of London. This is an exciting opportunity for a motivated and detail-oriented investment professional to work alongside experienced Investment Strategists and Portfolio Managers, gain broader exposure to investment research and model portfolios, and make a meaningful contribution in a dynamic and ambitious business.
Why this role stands out
- Competitive salary of £38,000 – £42,000 depending on experience
- Comprehensive benefits package
- Fantastic riverside Central London office on the banks of the River Thames next to Southwark Bridge
- On-site Nuffield Health gym, swimming pool and café
- Opportunity to work closely with experienced Investment Strategists and Portfolio Managers
- Exposure to both UK and US investment products
- Varied role covering investment research, model portfolios, reporting and data systems
- Opportunity to deepen your technical investment knowledge and take on greater responsibility as the business grows
What you'll be doing
You'll work as part of the Investment Team, supporting a broad range of investment research, portfolio and reporting activity. This is a varied role where you'll be involved in the day-to-day work that supports investment decisions rather than simply providing administrative support.
- Working with Investment Strategists and Portfolio Managers to prepare investment proposals
- Researching UK and US investment products and producing clear investment research and analysis
- Analysing and monitoring model portfolios
- Preparing research, tax reporting and investment documentation
- Supporting investment-related requests from clients, advisers and colleagues
- Managing data systems used for investment management and reporting
- Supporting regulatory and transaction reporting
- Using analytical and technical skills to research information, respond to requests and communicate findings clearly
What we're looking for
This role will suit someone with experience in financial services, ideally within wealth management or investments, who wants to continue developing on the investment side. You'll bring strong attention to detail, a collaborative approach and a genuine interest in building your expertise within investments and portfolio management.
- Previous experience within financial services, ideally wealth management, investment management or a similar environment
- A genuine interest in investments, portfolio management and financial markets
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Investment Associate employer: Recruitment Rebellion
At de Lisle Financial Planning, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters professional growth and development. Our Gloucestershire practice provides a unique opportunity for aspiring financial planners to gain hands-on experience while pursuing a fully funded Diploma, ensuring a rewarding career path with dedicated mentoring and a focus on building meaningful client relationships.
