Assistant Investment Manager

2 weeks ago


York North Yorkshire, United Kingdom Pratap Partnership Ltd Full time

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.
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.
Genuine passion for investment.
Strong numerical and data skills.
Able to work from thehead office near York or work remotely.



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