Senior Investment Director

3 days ago


London, Greater London, United Kingdom Evelyn Partners Full time

Unlock your potential as a Senior Investment Director with Evelyn Partners.

We are seeking an experienced leader to join our Asset Management team in London. As a Senior Investment Director, you will play a key role in supporting AUM growth across our most important strategic channels, including public, private, and existing clients, as well as 3rd party Financial Planners and Investment Managers.

Evelyn Partners' investment methodology has been refined over time to cater for our clients' diverse circumstances and requirements. Our commitment to sustainability is reflected in the creation and oversight of our investment process, which includes asset allocation and investment selection.

Your responsibilities will include:

Central Investment Propositions

  • Develop and communicate regular 'client-friendly' written presentations and commentary representing the investment process.
  • Provide timely updates on internal investment forums and relevant output.
  • Offer feedback to the Director Investment Specialist on key competitors and trends.

Business Development

  • Supply topical market and strategy updates to the Director Investment Specialist.

Communication and Marketing

  • Represent and discuss the investment process and product positioning at client meetings, seminars, and webinars.

**Salary**: £90,000 - £110,000 per annum (dependent on experience)

**Key Qualifications**

  • CFA or equivalent qualification.
  • Market and investment knowledge for portfolio construction and multi-asset portfolios.
  • Prior experience using and interpreting data from Morningstar, Refinitiv, and Trustnet.

Competitive Benefits

  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.
  • Fully funded training towards professional qualifications.
  • Cycle to work scheme.
  • Season ticket loan.
  • Eye care support.


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