Current jobs related to Assistant Investment Manager - York North Yorkshire - Pratap Partnership Ltd
-
Investment Management
3 months ago
York, North Yorkshire, United Kingdom Heat Recruitment Full time €120,000Investment Director – York/Harrogate Basic to £120,000 plus bonus and full package A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers/Directors in North Yorkshire. Whilst there is an existing portfolio to maintain and grow you will also be responsible for developing investment business...
-
Investment Management
3 months ago
York, North Yorkshire, United Kingdom Heat Recruitment Full time €120,000Investment Director – York/Harrogate Basic to £120,000 plus bonus and full package A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers/Directors in North Yorkshire. Whilst there is an existing portfolio to maintain and grow you will also be responsible for developing investment business...
-
Fund Investment Manager
3 days ago
North Yorkshire, United Kingdom Heat Recruitment Full time €120,000Portfolio & Investment Manager Basic up to £120,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment/Portfolio Director to assist with the continued development of the company in North Yorkshire. Your focus will be a combination of maintain existing client relationships and...
-
Fund Investment Manager
3 days ago
North Yorkshire, United Kingdom Heat Recruitment Full time €120,000Portfolio & Investment Manager Basic up to £120,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment/Portfolio Director to assist with the continued development of the company in North Yorkshire. Your focus will be a combination of maintain existing client relationships and...
-
Senior Investment Manager
2 weeks ago
North Yorkshire, United Kingdom Heat Recruitment Full time £100,000Job Title: Director of Property Asset ManagementJob Type: Full-timeIndustry: Financial ServicesCompany: Heat RecruitmentLocation: Remote (UK)About the Role:We are seeking an experienced Discretionary Investment Director to join our team in North Yorkshire. As a key member of our Wealth Management team, you will be responsible for developing investment...
-
Senior Investment Manager
2 weeks ago
North Yorkshire, United Kingdom Heat Recruitment Full time £100,000Job Title: Director of Property Asset ManagementJob Type: Full-timeIndustry: Financial ServicesCompany: Heat RecruitmentLocation: Remote (UK)About the Role:We are seeking an experienced Discretionary Investment Director to join our team in North Yorkshire. As a key member of our Wealth Management team, you will be responsible for developing investment...
-
Investment Director
1 week ago
North Yorkshire, United Kingdom Heat Recruitment Full time £120,000About the RoleWe are seeking an experienced Investment/Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for assisting in the development of our company in North Yorkshire.Key Responsibilities:Maintain existing client relationships and develop additional private client business from your own and new...
-
Investment Director
1 week ago
North Yorkshire, United Kingdom Heat Recruitment Full time £120,000About the RoleWe are seeking an experienced Investment/Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for assisting in the development of our company in North Yorkshire.Key Responsibilities:Maintain existing client relationships and develop additional private client business from your own and new...
-
Investment Manager Trainee
2 weeks ago
York, York City, United Kingdom JM Finn Full timeJob Summary:We are seeking a highly motivated and detail-oriented Investment Manager Trainee to join our team at JM Finn. As a key member of our Investment Management department, you will be responsible for providing administrative support to our investment service activities.Key Responsibilities:Provide administrative support to investment service...
-
Investment Manager Trainee
2 weeks ago
York, York City, United Kingdom JM Finn Full timeJob Summary:We are seeking a highly motivated and detail-oriented Investment Manager Trainee to join our team at JM Finn. As a key member of our Investment Management department, you will be responsible for providing administrative support to our investment service activities.Key Responsibilities:Provide administrative support to investment service...
-
Investment Portfolio Director
12 hours ago
North Yorkshire, United Kingdom Heat Recruitment Full time £120,000Portfolio and Investment Manager OpportunityWe are seeking an experienced Investment/Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional...
-
Investment Portfolio Director
15 hours ago
North Yorkshire, United Kingdom Heat Recruitment Full time £120,000Portfolio and Investment Manager OpportunityWe are seeking an experienced Investment/Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional...
-
Private Client Investment Manager
2 weeks ago
North Yorkshire, United Kingdom Heat Recruitment Full time £100,000Job Title: Private Client Investment ManagerAbout the Role:We are seeking an experienced Discretionary Investment Manager to join our team at Heat Recruitment. As a key member of our Wealth Management division, you will be responsible for developing investment business from your own private client and intermediary connections.Key Responsibilities:Develop and...
-
Private Client Investment Manager
2 weeks ago
North Yorkshire, United Kingdom Heat Recruitment Full time £100,000Job Title: Private Client Investment ManagerAbout the Role:We are seeking an experienced Discretionary Investment Manager to join our team at Heat Recruitment. As a key member of our Wealth Management division, you will be responsible for developing investment business from your own private client and intermediary connections.Key Responsibilities:Develop and...
-
Private Client Investment Manager
1 week ago
North Yorkshire, United Kingdom Heat Recruitment Full time £100,000Job Title: Private Client Investment ManagerJob Type: Full-timeCompany: Heat RecruitmentLocation: Remote (North Yorkshire)Job Description:We are seeking an experienced Discretionary Investment Manager to join our team of Wealth Management professionals in North Yorkshire. As a key member of our team, you will be responsible for developing investment business...
-
Private Client Investment Manager
1 week ago
North Yorkshire, United Kingdom Heat Recruitment Full time £100,000Job Title: Private Client Investment ManagerJob Type: Full-timeCompany: Heat RecruitmentLocation: Remote (North Yorkshire)Job Description:We are seeking an experienced Discretionary Investment Manager to join our team of Wealth Management professionals in North Yorkshire. As a key member of our team, you will be responsible for developing investment business...
-
Junior Investment Manager
3 weeks ago
York, United Kingdom Robert Half Full timeRobert Half is partnering with a prestigious York based wealth management firm to recruit a Junior Investment Manager. This is an excellent opportunity for recent graduates with a 2:1 degree who are keen to start their career in finance. We are looking for candidates with degrees in Economics, Finance, Accounting, or STEM disciplines. This role would also...
-
Junior Investment Manager
4 weeks ago
York, United Kingdom Robert Half Full timeRobert Half is partnering with a prestigious York based wealth management firm to recruit a Junior Investment Manager. This is an excellent opportunity for recent graduates with a 2:1 degree who are keen to start their career in finance. We are looking for candidates with degrees in Economics, Finance, Accounting, or STEM disciplines. This role would also...
-
Investment Director
1 week ago
North Yorkshire, United Kingdom Heat Recruitment Full timeInvestment & Portfolio Director **Job Summary** Heat Recruitment is seeking an experienced Investment & Portfolio Director to join a well-established national investment management firm in North Yorkshire. As a key member of the team, you will be responsible for maintaining existing client relationships and developing new business opportunities through...
-
Investment Director
1 week ago
North Yorkshire, United Kingdom Heat Recruitment Full timeInvestment & Portfolio Director **Job Summary** Heat Recruitment is seeking an experienced Investment & Portfolio Director to join a well-established national investment management firm in North Yorkshire. As a key member of the team, you will be responsible for maintaining existing client relationships and developing new business opportunities through...
Assistant Investment Manager
4 months ago
15 May 2024
A prestigious boutique Wealth and Investment Management firm, located in the heart of Yorkshire, is looking to appoint an Assistant Investment Manager to join their growing team. You'll work closely with the Investment Manager, receiving excellent training and mentorship. This is an exciting opportunity for professional development, competitive compensation, and to thrive in a dynamic and vibrant work environment.
Key Responsibilities:
- Assist in managing client portfolios, including trades, transfers, and income management.
- Support new business activities, including preparing presentations, attending pitches, researching prospects, and following up on leads.
- Contribute to investment proposals.
- Organise and compile client data and documentation.
- Aid in preparing and conducting client meetings.
About You:
- Genuine passion for investment.
- Strong numerical and data skills.
- Willingness to pursue professional qualifications.
- Proficient in FE Analytics.
- Ability to build and maintain strong stakeholder relationships.
- Able to work from the head office near York or work remotely.
