Investment Management Associate
2 months ago
We are seeking a highly motivated and ambitious individual to join our Investment Management team as an Investment Management Associate. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.
Key Responsibilities:- Assist Partners and Directors with regular portfolio reviews, providing in-depth analysis and recommendations to optimize investment performance.
- Conduct thorough research on companies and collective investment schemes, presenting findings to the firm-wide Investment Managers to inform investment decisions.
- Attend investment meetings, seminars, and regulatory briefings to stay up-to-date on market trends and regulatory developments.
- Prepare and draft client correspondence, including performance summaries, market overviews, and other ad-hoc queries, to ensure seamless communication with clients.
- Load client trades onto portfolios, ensuring accurate and timely execution.
- Collaborate with other Advisers on client matters, including Financial Planners, Tax Advisers, and Solicitors, to provide comprehensive support.
- Liaise with Investment Settlement Operations and Treasury departments on administrative matters, such as stock transfers, corporate actions, and international payments.
- 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), excluding General Studies.
- GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths respectively.
We believe that diverse perspectives and experiences are the cornerstone of our success. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives.
-
Investment Management Associate
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full time{"title": "Investment Management Associate", "subtitle": "Join our team of experts in wealth management and professional services", "content": "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...
-
Investment Management Associate
2 weeks ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full timeInvestment 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.Join Our Investment Management TeamWe are a team of passionate professionals united by a shared purpose: to...
-
Investment Management Associate
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full time{"title": "Investment Management Associate", "subtitle": "Join our team of experts in wealth management and professional services", "content": "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...
-
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
3 weeks ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full timeInvestment 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 timeInvestment 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
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJoin Our Investment Management TeamEvelyn 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 built on a foundation of expert guidance and exceptional service.We believe that our people are the key to our success,...
-
Investment Management Graduate
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn 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 has been unwavering, and we're dedicated to making expert guidance accessible to all.Our Investment Management TeamWe're a team of...
-
Investment Management Graduate
4 weeks ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn 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 TeamWe are a team of passionate professionals united by a shared purpose:...
-
Investment Management Graduate
2 months ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn 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.We believe that expert guidance should be accessible to all, and we're dedicated to making that a...
-
Financial Reporting Project Manager
3 weeks ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled Financial Reporting Project Manager to join our team at USS Investment Management Limited. As a trusted member of our Finance team, you will be responsible for the project management of the Scheme Annual Report & Accounts (ARA) and USSIM and USSL statutory accounts and the SPV statutory accounts.Key...
-
Financial Reporting Project Manager
3 weeks ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled Financial Reporting Project Manager to join our team at USS Investment Management Limited. As a trusted member of our Finance team, you will be responsible for the project management of the Scheme Annual Report & Accounts (ARA) and USSIM and USSL statutory accounts and the SPV statutory accounts.Key...
-
Data Quality Specialist
2 weeks ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled Data Quality Specialist to join our team at USS Investment Management Limited. As a Data Quality Specialist, you will play a critical role in maintaining and improving member data in line with The Pensions Regulator (tPR) record keeping guidelines.Your primary responsibility will be to support the Data Quality...
-
Service Delivery Analyst
2 weeks ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeAbout the roleThis is an exciting opportunity to join the USS Investment Management Limited team as a Service Delivery Analyst. In this role, you will be responsible for providing essential support to the Service Delivery Manager and the broader IT Support Teams.Collaborating closely with Configuration Management to ensure the procurement process for all...
-
Investment Management Graduate
2 weeks ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full timeInvestment 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...
-
Service Delivery Analyst
1 month ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled Service Delivery Analyst to join our team at USS Investment Management Limited. As a key member of our Service Delivery team, you will play a pivotal role in ensuring the smooth operation of our IT systems and services.Key ResponsibilitiesCollaborate closely with Configuration Management to procure hardware,...
-
Real Estate Associate/Senior Associate
2 weeks ago
Liverpool, Liverpool, United Kingdom Michael Page (UK) Full timeReal Estate Associate/Senior Associate **About the Role** We are seeking a highly skilled Real Estate Associate/Senior Associate to join our expanding team in Liverpool. As a key member of our Real Estate team, you will be responsible for working on a range of legal real estate transactions, with a focus on investment, sales, and acquisitions, project due...
-
Service Delivery Analyst
1 month ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled Service Delivery Analyst to join our team at USS Investment Management Limited. As a key member of our Service Delivery team, you will play a pivotal role in ensuring the smooth operation of our IT systems and services.Key ResponsibilitiesCollaborate closely with Configuration Management to procure hardware,...
-
Investment Management Professional
2 weeks ago
Liverpool, Liverpool, United Kingdom Heat Recruitment Full time £80,000Investment Director – Liverpool **Company Overview** Heat Recruitment is seeking an experienced Investment Manager to join their team in Liverpool. The successful candidate will be responsible for managing and advising on a book of discretionary, advisory, managed, and XO client investment portfolios. **Key Responsibilities** • Managing and advising...