Investment Management Associate

1 day 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 portfolios.
  • Load client trades onto portfolios and communicate with other Advisers on client matters.
  • Liaise with Investment Settlement Operations and Treasury departments on administrative matters.

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.

  • Investment Management Associate

    7 days ago

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

    {"h1":{"text":"Investment Management Associate Role at Evelyn Partners Fund Solutions Limited"}},Job OverviewEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious Investment Management Associate to join our team. As an Investment Management Associate, you will be responsible for assisting Partners and Directors with regular...

  • Investment Management Associate

    7 days ago

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

    {"h1":{"text":"Investment Management Associate Role at Evelyn Partners Fund Solutions Limited"}},Job OverviewEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious Investment Management Associate to join our team. As an Investment Management Associate, you will be responsible for assisting Partners and Directors with regular...

  • Associate Investment Manager

    2 weeks ago

    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Job DescriptionJob Title: Associate Investment ManagerJob Summary:Border To Coast Pensions Partnership is seeking an experienced Investment Professional to join our External Managed investment team. As an Associate Investment Manager, you will be responsible for leading eight to ten manager relationships and conducting due diligence and ongoing monitoring on...

  • Associate Investment Manager

    2 weeks ago

    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Job DescriptionJob Title: Associate Investment ManagerJob Summary:Border To Coast Pensions Partnership is seeking an experienced Investment Professional to join our External Managed investment team. As an Associate Investment Manager, you will be responsible for leading eight to ten manager relationships and conducting due diligence and ongoing monitoring on...

  • Investment Management Associate

    2 weeks ago

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

    Job DescriptionAbout Evelyn Partners Fund Solutions LimitedEvelyn Partners Fund Solutions Limited 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 shared purpose: to deliver good advice and exceptional...

  • Investment Management Associate

    2 weeks ago

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

    Job DescriptionAbout Evelyn Partners Fund Solutions LimitedEvelyn Partners Fund Solutions Limited 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 shared purpose: to deliver good advice and exceptional...

  • Investment Fund Associate

    1 month ago

    Leeds, Leeds, United Kingdom Border to Coast Full time

    About the RoleBorder to Coast is currently looking for an Investment Fund Associate to support the initiation and continuous oversight of all externally managed fund offerings.Your role will encompass participation in every phase of our investment strategy, from fund conceptualization to the evaluation of fund managers.This position will require you to...

  • Investment Professional

    3 weeks ago

    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    About the RoleWe are seeking an experienced Investment Professional to join our External Managed investment team as an Associate Fund Manager. This is an exciting opportunity to be part of a flourishing institutional asset management business and a clear progress path to Portfolio Manager.Key ResponsibilitiesLead eight to ten manager relationships and...

  • Investment Accountant

    3 weeks ago

    Leeds, Leeds, United Kingdom QBE Management Services (UK) Limited Full time

    Job SummaryWe are seeking a dedicated Financial Accountant - Investments to join our team at QBE Management Services (UK) Limited. As a key member of our finance team, you will be responsible for assisting with accounting and reporting activities associated with Investment Assets and exchange rate impact.Key ResponsibilitiesDeliver accurate and reliable...

  • Financial Accountant

    3 weeks ago

    Leeds, Leeds, United Kingdom QBE Management Services (UK) Limited Full time

    Job SummaryWe are seeking a dedicated Financial Accountant - Investments to join our team at QBE Management Services (UK) Limited. As a key member of our finance team, you will be responsible for assisting with accounting and reporting activities associated with Investment Assets and exchange rate impact.Key ResponsibilitiesDeliver accurate and reliable...

  • Accounting Specialist

    3 weeks ago

    Leeds, Leeds, United Kingdom QBE Management Services (UK) Limited Full time

    Job SummaryWe are seeking a dedicated Financial Accountant - Investments to join our team at QBE Management Services (UK) Limited. As a key member of our finance team, you will be responsible for assisting with accounting and reporting activities associated with Investment Assets and exchange rate impact.Key ResponsibilitiesDeliver accurate and reliable...

  • Financial Accountant

    3 weeks ago

    Leeds, Leeds, United Kingdom QBE Management Services (UK) Limited Full time

    About the RoleWe are seeking a dedicated Financial Accountant - Investments to join our team at QBE Management Services (UK) Limited. As a key member of our finance team, you will play a crucial role in assisting with accounting and reporting activities associated with Investment Assets and exchange rate impact.Key ResponsibilitiesDeliver accurate and...

  • Financial Accountant

    3 weeks ago

    Leeds, Leeds, United Kingdom QBE Management Services (UK) Limited Full time

    About the RoleWe are seeking a dedicated Financial Accountant - Investments to join our team at QBE Management Services (UK) Limited. As a key member of our finance team, you will play a crucial role in assisting with accounting and reporting activities associated with Investment Assets and exchange rate impact.Key ResponsibilitiesDeliver accurate and...

  • Investment Professional

    1 week ago

    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Join Our Team as an Associate Portfolio ManagerBorder to Coast Pensions Partnership is seeking an experienced Investment Professional to be an integral part of our External Managed investment team. As an Associate Portfolio Manager, you will play a key role in the design, launch, and ongoing management of our externally managed fund propositions.Key...

  • Investment Professional

    1 week ago

    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Join Our Team as an Associate Portfolio ManagerBorder to Coast Pensions Partnership is seeking an experienced Investment Professional to be an integral part of our External Managed investment team. As an Associate Portfolio Manager, you will play a key role in the design, launch, and ongoing management of our externally managed fund propositions.Key...

  • Investment Professional

    1 week ago

    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Join Our Team as an Associate Portfolio ManagerBorder to Coast Pensions Partnership is seeking an experienced Investment Professional to be an integral part of our External Managed investment team. As an Associate Portfolio Manager, you will play a key role in the design, launch, and ongoing management of our externally managed fund propositions.Key...

  • Investment Professional

    1 week ago

    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Join Our Team as an Associate Portfolio ManagerBorder to Coast Pensions Partnership is seeking an experienced Investment Professional to be an integral part of our External Managed investment team. As an Associate Portfolio Manager, you will play a key role in the design, launch, and ongoing management of our externally managed fund propositions.Key...

  • Investment Professional

    1 week ago

    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Join Our Team as an Associate Portfolio ManagerBorder to Coast Pensions Partnership is seeking an experienced Investment Professional to be an integral part of our External Managed investment team. As an Associate Portfolio Manager, you will play a key role in the design, launch, and ongoing management of our externally managed fund propositions.Key...

  • Investment Professional

    1 week ago

    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Join Our Team as an Associate Portfolio ManagerBorder to Coast Pensions Partnership is seeking an experienced Investment Professional to be an integral part of our External Managed investment team. As an Associate Portfolio Manager, you will play a key role in the design, launch, and ongoing management of our externally managed fund propositions.Key...

  • Investment Management Graduate

    6 days ago

    Leeds, Leeds, United Kingdom Evelyn Partners Full time

    About 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 believe that expert guidance should be accessible to all, and we're...