Investment Management Graduate

4 weeks ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Full time
About Evelyn Partners

Evelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to helping individuals and businesses achieve better outcomes is at the heart of everything we do.

Our Investment Management Team

We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

We are seeking a highly motivated and ambitious individual to join our Investment Management team as an Associate. As a key member of our team, 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.

You will also have the opportunity to work on front office investment management tasks, study for the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications, and attend investment meetings, internal/external seminars, and regulatory briefings.

Responsibilities
  • Assist Partners and Directors with regular portfolio reviews
  • Undertake analysis of companies and collective investment schemes
  • Draft client correspondence, e.g. performance summaries, market overviews
  • Load up client trades on portfolios
  • Communicate with other Advisers on client matters
  • Liaise with Investment Settlement Operations and Treasury departments
Requirements
  • Commitment to completing the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications
  • 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 respectively
Why Join Us?

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives.

We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.

  • Investment Management Graduate

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious graduate to join our Investment Management team in Liverpool.As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and...

  • Investment Graduate

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. This is an excellent opportunity to start your career in financial services and gain valuable experience working alongside experienced financial advisors and investment...

  • Investment Graduate

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. This is an excellent opportunity to start your career in financial services and gain valuable experience working alongside experienced financial advisors and investment...

  • Investment Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. This is an excellent opportunity to start your career in financial services and gain valuable experience working alongside experienced financial advisors and investment...

  • Investment Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. This is an excellent opportunity to start your career in financial services and gain valuable experience working alongside experienced financial advisors and investment...

  • Investment Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. This is an excellent opportunity to start your career in financial services and gain valuable experience working alongside experienced financial advisors and investment...

  • Investment Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. This is an excellent opportunity to start your career in financial services and gain valuable experience working alongside experienced financial advisors and investment...

  • Investment Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. This is an excellent opportunity to develop your skills and knowledge in a dynamic and reputable firm in Liverpool city centre.As a Graduate Investment Professional, you...

  • Investment Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. This is an excellent opportunity to develop your skills and knowledge in a dynamic and reputable firm in Liverpool city centre.As a Graduate Investment Professional, you...

  • Investment Graduate

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. Based in Liverpool city centre, our reputable firm offers a unique opportunity for trainees to develop their skills and knowledge in a dynamic and supportive...

  • Investment Graduate

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. Based in Liverpool city centre, our reputable firm offers a unique opportunity for trainees to develop their skills and knowledge in a dynamic and supportive...

  • Investment Management Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Full time

    {"title": "Investment Management Graduate Programme", "subtitle": "Join our Investment Management team as a Graduate and develop your skills in investment analysis and portfolio management.", "content": "Evelyn Partners is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and...

  • Investment Graduate

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. Based in Liverpool city centre, our reputable firm offers a unique opportunity for trainees to develop their skills and knowledge in a dynamic and supportive...

  • Investment Graduate

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    Join Our Team as a Graduate Investment ProfessionalWe are seeking a recent graduate with a passion for the wealth management industry to join our team as a Graduate Investment Professional. Based in Liverpool city centre, our reputable firm offers a unique opportunity for trainees to develop their skills and knowledge in a dynamic and supportive...

  • Investment Management Graduate

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    {"title": "Investment Management Graduate", "content": "Join Our Investment Management TeamEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.We are seeking a highly motivated and ambitious Investment...

  • Investment Management Graduate

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    {"title": "Investment Management Graduate", "content": "Join Our Investment Management TeamEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.We are seeking a highly motivated and ambitious Investment...

  • Investment Management Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    {"h1": "Investment Management Graduate Programme", "p": "At Evelyn Partners Fund Solutions Limited, we are committed to helping individuals and businesses achieve better outcomes. Our legacy is built on a strong foundation of trust and expertise, and we are seeking a talented Graduate to join our Investment Management team in Liverpool.", "ul": [{"li":...

  • Investment Management Graduate

    1 month ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    {"h1": "Investment Management Graduate Programme", "p": "At Evelyn Partners Fund Solutions Limited, we are committed to helping individuals and businesses achieve better outcomes. Our legacy is built on a strong foundation of trust and expertise, and we are seeking a talented Graduate to join our Investment Management team in Liverpool.", "ul": [{"li":...

  • Investment Management Graduate

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.About the RoleWe are seeking a highly motivated and ambitious graduate to join our Investment Management team in...

  • Investment Management Graduate

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.About the RoleWe are seeking a highly motivated and ambitious graduate to join our Investment Management team in...