Associate Investment Management

Job Purpose

To work in conjunction with the Investment Management team to build and develop trusted relationships with clients, providing wide-ranging support and assistance with the management of client portfolios.

Key Responsibilities

• To look after and support client needs
• To assist with the management of client portfolios including dealing, in line with your competency status
• To assist in preparing for client review meetings and provide support as required.
• To undertake basic analysis as required
• To assist with presentations, investment proposals and pitches as required
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
• To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
• Investment Research – Sector Specialist (where appropriate) * Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm’s wider Investment Process needs * Understand the sector, providing appropriate recommendations, based on a wide range of resources * Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists * Construct materials as determined within the sector teams to support analysis and communication to Investment Managers

Skills, Experience & Qualifications

• Holds a minimum Level 4 qualification CISI or equivalent 
• Ability to deal with new and existing clients
• Understanding of the financial services industry and investment market 
• Experience of working within an investment management environment 
• A strong ethic of client and customer service 
• Ability to work well in pressurised environment and prioritise work 
• Excellent communication skills both
• Good numeracy and analytical skills 

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.