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, exposure to industry leaders, and a clear career pathway.
- Other info: Join during an exciting phase of growth and gain client-facing experience early on.
- Why this job: Kickstart your investment career in a dynamic environment with real impact.
- Qualifications: CISI Level 4 qualified with a strong interest in investments and excellent analytical skills.
The predicted salary is between 35000 - 35000 £ 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. You will gain hands-on exposure to:
- 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.
Associate Investment Manager in Putney 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 emphasis on employee growth, the company fosters a collaborative work culture that encourages hands-on experience and client engagement from the outset, ensuring a clear pathway towards becoming a fully-fledged Investment Manager. The hybrid working environment and exposure to seasoned professionals make this an attractive place for those eager to develop their investment expertise in a supportive setting.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Investment Manager in Putney
✨Network Like a Pro
Get out there and connect with people in the investment world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your analytical skills and any relevant experience you have. Share specific examples of how you've tackled investment challenges or contributed to team projects. We want to see your passion for investment management!
✨Prepare for Interviews
Do your homework before interviews! Research the firm’s investment strategies, recent market trends, and their approach to client relationships. This will not only impress them but also help you ask insightful questions that show you’re genuinely interested in the role.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you on the path to becoming an Investment Manager!
We think you need these skills to ace Associate Investment Manager in Putney
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Associate Investment Manager role. Highlight any relevant investment management experience, analytical skills, and client-facing capabilities to catch our eye!
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 genuine and let us know why you're excited about this opportunity.
Showcase Your Analytical Skills:Since we're looking for someone analytically strong, include examples of how you've used your analytical skills in past roles. Whether it's through research or portfolio management, we want to see your thought process in action!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows your enthusiasm for joining our team!
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 investments. This shows your analytical strength and genuine interest in the field.
✨Showcase Your Communication Skills
Since this role involves client-facing responsibilities, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or mentors where you explain complex investment concepts in simple terms. This will help you demonstrate your communication prowess during the actual interview.
✨Prepare for Technical Questions
Expect questions that test your analytical skills and understanding of investment strategies. Review common investment scenarios and be ready to discuss how you would approach portfolio management or trading decisions. This preparation will help you feel more confident and capable.
✨Demonstrate Your Ambition
Express your eagerness to grow within the company and your long-term career goals. Share specific examples of how you’ve pursued professional development in the past, such as obtaining your CISI Level 4 qualification. This will resonate well with the interviewers looking for someone who is committed to progressing in their investment career.
