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 phase of expansion.
- 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 in London employer: ReQuire Consultancy LTD
ReQuire Consultancy offers an exceptional opportunity for aspiring investment professionals to thrive in a supportive and collaborative environment. With a clear pathway to becoming a fully-fledged Investment Manager, employees benefit from exposure to experienced decision-makers, hybrid working arrangements in the vibrant SW15 area, and a commitment to professional growth through ongoing training and development. Join a dynamic team where your analytical skills and ambition will be nurtured as you contribute to meaningful client relationships and investment strategies.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Junior Investment Manager — Path to Portfolio Manager in London
✨Get Involved in Finance Communities
Join investment and finance forums like CFA Society local chapters or online platforms like Financial Modeling World Championship. These communities are gold mines for networking, and they often have events where you can meet industry professionals who might lead you to that coveted role!
✨Leverage University Career Services
If you're still a student or recently graduated, don’t miss out on your university's career services. They often have partnerships with investment firms and can point you towards entry-level openings or internships—sometimes even exclusive to your uni!
✨Showcase Your Passion for Finance
Start a blog or social media account to discuss market trends or investment strategies. This not only showcases your passion but also makes you more visible to recruiters at firms like ReQuire Consultancy LTD. They'll see your commitment and insight, setting you apart from the pack.
✨Utilise Our Job Board
Check out openings directly on our website and apply through us! Tailor your application to highlight your enthusiasm for asset management. We’re all about helping you land that entry-level role in investment—let's ace this together!
We think you need these skills to ace Hybrid Junior Investment Manager — Path to Portfolio Manager in London
Some tips for your application 🫡
Show Off Your Analytical Skills:In the world of investment and asset management, we need to see your ability to crunch numbers and analyse data. Don’t just state your qualifications; showcase projects or coursework where you've applied analytical skills, like financial modelling or statistical analysis. If you’ve worked with tools like Excel, mention it—it's a big plus!
Highlight Relevant Coursework or Projects:If you have an academic background in finance, economics, or a related field, make sure to include specific modules or projects that showcase your knowledge. We love seeing how you’ve applied theory to practice, so talk about any case studies or simulations you've participated in during your studies.
Craft a Motivational Cover Letter:As this is an entry-level position, your cover letter should express your eagerness to learn and contribute. Share your passion for investment strategies and how you keep up with market trends. Let us know why you're excited about joining ReQuire Consultancy LTD and what you hope to achieve in this role!
Quantify Your Experience:Even if your experience is limited, anything you can quantify makes a difference—it could be a class project with tangible results or any relevant internships. If you’ve interned or worked on relevant projects, highlight your contributions with numbers. For instance, mention how a particular investment strategy improved a hypothetical portfolio’s performance.
How to prepare for a job interview at ReQuire Consultancy LTD
✨Mastering Financial Concepts
Brush up on key financial terms and concepts relevant to asset management, like portfolio theory and risk management. We want to be prepared for those technical questions that'll test our understanding of how investments work and how to analyse them effectively.
✨Show Your Analytical Skills
Be ready to demonstrate your analytical capabilities through practical scenarios or case studies. You might be asked to interpret financial data or analyse a given investment strategy, so having examples of your past analysis projects or relevant coursework can really help us stand out.
✨Highlight Your Enthusiasm for Finance
As an entry-level candidate, showing genuine passion for the finance world is crucial. Let’s share stories about our interest in investments and how we've sought to learn more, whether through courses, reading, or personal investments. This can really resonate with interviewers at ReQuire Consultancy LTD.
✨Prepare for Cultural Fit Questions
In entry-level interviews, cultural fit is often just as important as skills. Expect questions about how you work in teams or handle challenges. We should think about our teamwork experiences and how they align with the values of ReQuire Consultancy LTD—let’s come across as not just a candidate, but as a potential colleague.
