Investment Management Associate

3 weeks ago

Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Investment Management Associate

Evelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious Investment Management Associate to join our team. As a key member of our Investment Management 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 to ensure alignment with client objectives
  • Conduct in-depth analysis of companies and collective investment schemes to provide valuable insights to our Investment Managers
  • Attend investment meetings, seminars, and regulatory briefings to stay up-to-date on market trends and regulatory developments
  • Draft client correspondence, including performance summaries and market overviews, to keep clients informed of their investment progress
  • Load client trades onto portfolios to ensure timely execution of investment decisions
  • Communicate with other Advisers on client matters, including Financial Planners, Tax Advisers, and Solicitors, to ensure seamless delivery of our services
  • Liaise with Investment Settlement Operations and Treasury departments on administrative matters, such as stock transfers, corporate actions, and international payments

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), excluding General Studies
  • GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths respectively

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

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.

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