At a Glance
- Tasks: Support investment management, trading, and client relationships while developing your expertise.
- Company: ReQuire Consultancy partners with a respected private investment management firm.
- Benefits: Hybrid working, career progression, and exposure to experienced professionals.
- Other info: Join a growing firm during an exciting expansion phase.
- Why this job: Kickstart your investment career with a clear path to becoming a qualified Investment Manager.
- Qualifications: CISI Level 4 qualified with a strong interest in investments and excellent analytical skills.
The predicted salary is between 30000 - 40000 £ per year.
ReQuire Consultancy is partnering with a growing and highly respected private investment management firm to recruit a Junior Investment Manager for their SW15 based office. This is an exceptional opportunity for an ambitious and commercially minded investment professional looking to build a long-term career within discretionary wealth management. The successful candidate will join a collaborative and high-performing investment team, gaining exposure across portfolio management, trading, investment research, and client relationships. This role is designed as a clear pathway towards becoming a fully-fledged Investment Manager within a dynamic and expanding private firm. This position would suit someone who is analytically strong, commercially aware, and eager to develop both their technical investment expertise and client-facing capabilities within a supportive environment.
The Opportunity
- Working closely with senior investment professionals, you will support the discretionary investment management function while developing your expertise across markets, portfolio construction, trading activity, and investment strategy.
- Portfolio management and discretionary investment processes
- Market and macroeconomic research
- Trading support and execution monitoring
- Client portfolio reviews and investment reporting
- Investment committee preparation and analysis
- Adviser and client relationship management
- Investment communications and commentary
As your experience develops, you will increasingly contribute to client meetings, investment discussions, and strategic decision-making.
Key Responsibilities
- Investment & Trading Support
- Support the investment team with portfolio management and trading activity
- Monitor market developments, economic data, and investment trends
- Assist with trade implementation, execution monitoring, and portfolio adjustments
- Conduct investment research and analysis across equities, funds, and alternative assets
- Client & Adviser Support
- Assist in preparing investment proposals and portfolio reviews
- Develop strong relationships with advisers and clients
- Gradually build confidence in presenting investment views internally and externally
- Research & Strategy
- Monitor macroeconomic and market developments
- Participate in investment strategy discussions
- Contribute ideas and insights to the wider investment team
- Compliance & Professional Standards
- Ensure adherence to FCA and internal compliance standards
- Work towards further professional qualifications and long-term Chartered status
What We're Looking For
- CISI Level 4 qualified (mandatory)
- Strong interest in investment markets and portfolio management
- Some experience within trading, investments, or wealth management
- Excellent analytical and communication skills
- Ambition to progress into a fully qualified Investment Manager role
Why Should I Apply?
- A genuine long-term career pathway into Investment Management
- Exposure to experienced investment professionals and decision-makers
- Hybrid working environment in Putney
- Opportunity to join a growing private investment firm during an exciting phase of expansion
- Client-facing exposure from an early stage
To discuss the opportunity confidentially, please contact Liam McConnell today.
Hybrid Junior Investment Manager — Path to Portfolio Manager employer: ReQuire Consultancy LTD
ReQuire Consultancy offers an exceptional opportunity for aspiring investment professionals to join a dynamic and expanding private investment management firm in SW15. With a strong focus on employee development, the company fosters a collaborative work culture that encourages growth through exposure to experienced investment professionals and client-facing opportunities. The hybrid working environment and clear pathway to becoming a fully-fledged Investment Manager make this an attractive place for those seeking meaningful and rewarding careers in discretionary wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Junior Investment Manager — Path to Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment management field on LinkedIn or at industry events. Building connections can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your market knowledge and investment strategies. We recommend practising common interview questions with a friend or mentor to boost your confidence.
✨Tip Number 3
Showcase your analytical skills during interviews. Be ready to discuss your thought process on recent market trends or investment decisions. This will demonstrate your passion and understanding of the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Hybrid Junior Investment Manager — Path to Portfolio Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Junior Investment Manager role. Highlight any relevant coursework, internships, or projects that showcase your analytical abilities and interest in investment markets.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for investment management and how you see yourself growing within our team. Be sure to mention why you're excited about this specific opportunity at ReQuire Consultancy.
Showcase Your Analytical Skills:Since this role requires strong analytical skills, consider including examples of how you've used these skills in past experiences. Whether it's through academic projects or previous jobs, demonstrate your ability to analyse data and make informed decisions.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at ReQuire Consultancy LTD
✨Know Your Investment Basics
Before the interview, brush up on your knowledge of investment markets and portfolio management. Be prepared to discuss recent market trends or economic data that could impact investment strategies. This shows your analytical strength and genuine interest in the field.
✨Showcase Your Communication Skills
Since this role involves client interactions, practice articulating your thoughts clearly and confidently. You might be asked to present an investment idea or explain a complex concept, so rehearse how you would do this in a way that's easy to understand.
✨Demonstrate Your Team Spirit
This position is all about collaboration, so be ready to share examples of how you've worked effectively in a team. Highlight any experiences where you supported colleagues or contributed to group projects, especially in investment or trading contexts.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm's investment strategies, team dynamics, or future growth plans. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career aspirations.
