Job Listing

Investment Management Associate

Salary £32,000 - £35,000
Location London, Westminster
Job Type Permanent
Job overview
Investment Management Associate

Looking for finance graduate schemes in London, and want to work for a leading investment & wealth management consultancy?

Company profile

In this Investment Management Associate role, you will be joining an international multifamily office, whose clients include ultra-high net worth individuals, charities, foundations, pensions and trusts. Their services include wealth management, investment management, corporate finance and specialist consultancy. With over a $1 billion of assets under management, this boutique yet highly skilled team focus predominantly on independent research and responsible investment.

Job description

In this Investment Management Associate job, you will be working to provide support to higher levels of the investment management team, working directly with them on collective investment schemes. Periodically, you will liaise with the group services team on other projects of relevance within their investment management, and be directly involved with portfolio support. You will also be involved with IMC, and will potentially have the opportunity to work towards the certificate.

Key responsibilities

In this Investment Management Associate job, your responsibilities will include:

  • Preparing analysis and reports
  • Assisting with client’s orders and manage CRM systems
  • On-boarding new clients
  • Being responsible for the administrations of certain investment schemes
  • Providing support for deal execution
  • Production of quarterly client-facing investment strategy reports

Job requirements

  • A 2.1 or above from a top university
  • Ideally 2+ years’ experience in the financial world
  • Evidence of strong mathematical ability
  • Excellent communication skills, both verbal and written
  • The ability to keep many platers spinning at once, and the confidence to work autonomously

Benefits of the job

  • A fantastic starting basic salary of between 32,000 - 35,000 + discretionary bonus
  • Potential for financial qualifications (e.g. Investment Management Certificate)
  • Fantastic offices in the heart of the West End, and the chance to work in a tight knit team
  • The opportunity to join a financial company which also has a brilliant culture

Looking for wealth management graduate jobs in London and interested in working for a leading consultancy? If you’re proactive, ambitious and personable, apply for this Investment Management Associate role today.

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Samuel Hickson
Recruitment Consultant