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- Tasks: Support investment teams and clients with research, reporting, and client communications.
- Company: Prestigious finance firm in the heart of London with a supportive culture.
- Benefits: Competitive salary, discretionary bonus, and support for further qualifications.
- Why this job: Kickstart your finance career with growth opportunities and a collaborative team.
- Qualifications: IMC or Level 4 CISI required; previous finance experience preferred.
- Other info: Hybrid working model with excellent career progression potential.
The predicted salary is between 28800 - 48000 £ per year.
Completion of the IMC or Level 4 CISI is an essential requirement for this role. Unfortunately, candidates without this requirement will not be considered.
About the Client
A prestigious and highly regarded client in the finance industry (investments) with beautiful offices in the heart of London! The team are approximately 250 in London, with additional global offices. The business has excellent retention of staff, with personal and professional development highly encouraged and supported!
About the Role
This is an Associate position, which will involve working as part of a close-knit investment team to provide investment support to Investment Directors and their clients. Responsibilities will include (but are not limited to):
- Handling investment-specific enquiries from clients and discussing performance of portfolios
- Research on and on behalf of clients
- Preparation of materials and documents for client meetings
- Due diligence and requests on clients
- Assistance with quarterly client reporting
- Supporting with investments – research, monitoring Bloomberg and undertaking data analysis
- Ad-hoc support to Investment Directors as requested
This role may lead to a Senior Associate position and completion of the CFA / CISI Masters in 1-3 years, with a view to taking on your own clients in future.
Candidate Specification
- Completion of the IMC or CISI Level 4
- Highly service-oriented approach, including clear and concise communication with clients
- Some previous experience within the finance, investment or banking sectors (administrative, back or middle office)
- Team-playing and collaborative nature
Additional Information
- Salary is competitive and dependent on experience
- The business offers excellent additional benefits, including a discretionary bonus
- Future study of the CFA / CISI Masters will be supported
- Hours are 9am – 5:30pm, with flexibility required for out-of-hours work where necessary
- The business offers a hybrid working model of 1-2 days from home
If you are a budding finance professional looking for the next step in your career, please apply today!
Associate employer: VWA (Victoria Wall Associates)
Contact Detail:
VWA (Victoria Wall Associates) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work at firms you're interested in. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their investment strategies and be ready to discuss how you can contribute to their team. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Since this role requires clear and concise communication with clients, consider doing mock interviews with friends or mentors to refine your pitch and responses.
✨Tip Number 4
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 are proactive about their job search!
We think you need these skills to ace Associate
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your completion of the IMC or Level 4 CISI right at the top of your application. We want to see that you meet this essential requirement, so don’t be shy about showcasing your qualifications!
Tailor Your Application: Take a moment to customise your CV and cover letter for this role. Mention specific experiences that relate to investment support and client communication. We love seeing how your background aligns with what we’re looking for!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to describe your skills and experiences. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at VWA (Victoria Wall Associates)
✨Know Your Qualifications Inside Out
Make sure you can confidently discuss your IMC or Level 4 CISI qualification. Be prepared to explain how your studies have equipped you for the Associate role, especially in handling investment-specific enquiries and client communications.
✨Research the Company and Its Culture
Dive deep into understanding the client’s values and work culture. Since they emphasise personal and professional development, think of examples from your past that showcase your growth mindset and team-playing abilities.
✨Prepare for Technical Questions
Brush up on your finance knowledge, particularly around investments and portfolio performance. Expect questions that test your analytical skills, so be ready to discuss how you would approach research and data analysis tasks.
✨Showcase Your Communication Skills
Since a service-oriented approach is key, practice articulating your thoughts clearly and concisely. You might be asked to role-play a client interaction, so think about how you would handle inquiries and present information effectively.
