TrinityBridge is seeking a junior investment professional to assist in investment strategy and administration for existing and new clients. You will progress toward CISI or CFA exams over 3–4 years while supporting client reporting and onboarding.
Your role includes coordinating pitches, handling inquiries, and maintaining accurate records across systems. You will develop strong Excel/PowerPoint skills, engage with investment processes, and contribute to a culture of continuous learning and
Investment Assistant | Path to Junior Investment Manager in Manchester employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.
