At a Glance
- Tasks: Support investment research and portfolio management in a dynamic team environment.
- Company: Join Tanager Wealth Management, a growing firm with a collaborative culture.
- Benefits: Enjoy a competitive salary, gym access, and a vibrant riverside office.
- Other info: Fantastic career growth opportunities in a supportive and ambitious environment.
- Why this job: Gain hands-on experience and develop your investment expertise alongside industry professionals.
- Qualifications: Experience in financial services and strong analytical skills are preferred.
The predicted salary is between 38000 - 42000 £ per year.
£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
- Strong analytical and numerical skills
- Excellent attention to detail
- Confidence working with data, reporting tools and systems
- Good organisation and the ability to manage competing priorities
- A collaborative approach and willingness to learn
- The ability to research and analyse information and communicate findings clearly
A degree together with a Level 4 qualification is preferred, although relevant experience will also be considered.
About Tanager Wealth Management
Tanager Wealth Management is a growing wealth management business known for high standards, a collaborative approach and a commitment to developing its people. The firm provides financial planning and investment management services for transatlantic households in the UK and USA. You'll be joining an experienced Investment Team where you'll have the opportunity to build your technical knowledge, gain exposure to a broad range of investment activity and take on more responsibility as your experience develops.
Working environment
The offices are located on the banks of the River Thames next to Southwark Bridge, offering a fantastic riverside Central London working environment with an on-site Nuffield Health gym, swimming pool and café.
Apply now
We're partnering with Recruitment Rebellion Limited to manage this process. Applications are open for up to 30 days but may close early if the right candidate is identified. Please let us know if you need any adjustments during the recruitment process.
Investment Associate in London employer: Recruitment Rebellion
de Lisle Financial Planning is an exceptional employer located in Northleach, Gloucestershire, offering a supportive and relationship-focused work environment. With a commitment to employee growth, the company provides fully funded professional qualifications and a structured pathway to becoming a regulated adviser, ensuring that you can build a long-term career in financial planning while receiving ongoing mentoring from experienced professionals. Join a team that values client-first approaches and fosters meaningful connections, making it a rewarding place to develop your skills and advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Associate 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 Recruitment Rebellion, 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 Recruitment Rebellion.
✨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 Recruitment Rebellion.
✨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 Recruitment Rebellion, 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 Investment Associate 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 Recruitment Rebellion 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 Recruitment Rebellion.
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 Recruitment Rebellion 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 Recruitment Rebellion. Numbers speak louder than words!
How to prepare for a job interview at Recruitment Rebellion
✨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 Recruitment Rebellion 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 withRecruitment Rebellion.
