Associate Director Investment Specialist
2 weeks ago
Associate Director Investment Specialist
Full-time
Office Location: London
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. We’re seeking a talented Associate Director - Investment Specialist to join our Asset Management team in London. You will be supporting AUM growth across Evelyn Partners' most important strategic channels including public, potential, and existing clients & 3rd party Financial Planners and Investment Managers.
The Financial Services division comprises the advisory and investment management services. Central to the division’s activities is the creation and oversight of its investment process, which includes asset allocation and investment selection. Evelyn Partners’ investment methodology has been continually refined over a long period of time to cater for our clients’ broad range of circumstances and requirements. As long-term stewards, the sustainability of the investments that make up our client portfolios has always been an important consideration. Our belief is that a collegiate approach to investment decision-making results in the best client outcomes. A fully integrated research function: the individuals who have responsibility for investment recommendations also provide investment and relationship management.
# Central Strategy Team which provides macro and quantitative inputs and plays the leading role in drawing together the different elements of investment recommendations.
# A management structure where oversight of the process is led by experienced and practicing Investment Managers from across the business. One of the key drivers of consistent investment returns is the application of a structured macro-economic view to asset allocations of all our clients’ investment portfolios.
As the Associate Director - Investment Specialist your responsibilities will include among others:
Support in positioning Evelyn Partners as a leading capability by developing and devising regular ‘client friendly’ written presentations and commentary representing the investment process.
Communicate relevant output and decision making from internal investment forums in a timely manner.
Provide regular feedback to the Director Investment Specialist on key competitors and trends.
Provide topical market and strategy updates to the Director Investment Specialist on a regular basis.
Attend client meetings, seminars, and webinars, as requested, to represent and discuss the investment process and product positioning.
Formal qualification such as the CFA is a plus.
Market and investment knowledge and how this pertains to portfolio construction and multi-asset portfolios.
Prior experience using and interpreting data from any of Morningstar, Refinitiv, and Trustnet.
Strong communication skills - conveying information clearly and concisely to groups or individuals either verbally or in writing.
Customer focus - building long-term relationships to improve service standards.
Regulatory conduct:
~ Comply with and promote adherence to the two tiers of Conduct Rules set out in the regulatory Code of Conduct Sourcebook, and any future changes thereto.
Option to purchase additional holiday.
Shared parental leave.
Fully funded training towards professional qualifications.
Cycle to work scheme.
Season ticket loan.
Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives.
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