Investment Management Associate

1 month 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 an Investment Management Associate, 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 work closely with our experienced Investment Managers to develop your skills and knowledge in investment management, and you will have the opportunity to learn from our team's expertise and experience.

We are committed to providing our employees with the training and support they need to succeed in their careers, and we offer a comprehensive training program that includes the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications.

As an Investment Management Associate, you will be part of a dynamic and supportive team that is dedicated to delivering exceptional service to our clients. You will have the opportunity to work on a wide range of investment management tasks, including portfolio analysis, research, and client communication.

We are looking for a highly motivated and ambitious individual who is passionate about investment management and has a strong desire to learn and develop their skills. If you are a team player with excellent communication and analytical skills, we encourage you to apply for this exciting opportunity.

  • Assist Partners and Directors with regular portfolio reviews
  • Undertake analysis of companies and collective investment schemes
  • Draft client correspondence, including performance summaries and market overviews
  • Work closely with Investment Managers to develop skills and knowledge in investment management
  • Learn from experienced Investment Managers and develop expertise in investment management

We offer a competitive salary and benefits package, including private medical insurance, life assurance, and a pension contribution. We also offer a generous holiday package and the option to purchase additional holiday.

We are an equal opportunities employer and welcome applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees, and we offer a range of benefits and support to help our employees achieve their goals.



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