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Investment Management Graduate

2 months ago

Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Investment Management Graduate Programme

Evelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious Investment Management Graduate to join our team in Glasgow.

About the Role

As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and collective investment schemes, and drafting client correspondence.

Key Responsibilities
  • Assist Partners and Directors with portfolio reviews and analysis
  • Undertake research on companies and collective investment schemes
  • Draft client correspondence, including performance summaries and market overviews
  • Load client trades on portfolios
  • Communicate with other Advisers on client matters
  • Liaise with Investment Settlement Operations and Treasury departments
Requirements
  • Commitment to completing professional qualifications in Investment Advice and Wealth Management
  • Minimum 2:1 degree in any discipline
  • A Level: Minimum 112 UCAS points in top three A Levels (or equivalent)
  • GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths
What We Offer
  • Fully funded training towards professional qualifications
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Cycle to work scheme
  • Season ticket loan
  • Eye care support
  • Shared parental leave
About Us

Evelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service.