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Investment Management Associate

2 months ago

Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Description

About Evelyn Partners Fund Solutions Limited

Evelyn 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 delivering good advice and exceptional service has earned us a reputation as a trusted partner for individuals and businesses alike.

Introduction to the Investment Management Team

Our investment offering is designed to understand the needs of our clients, creating bespoke portfolios tailored to each individual's personal needs. We take a holistic approach, considering the client's wider financial assets, requirements, and objectives to create and manage the most suitable investment portfolios.

Key Responsibilities

  • Assist Partners and Directors with regular portfolio reviews, providing in-depth analysis and recommendations.
  • Undertake research on companies and collective investment schemes, relaying this information to the firm-wide Investment Managers.
  • Attend investment meetings, internal and external seminars, and regulatory briefings to stay up-to-date on market trends and developments.
  • Draft client correspondence, including performance summaries, market overviews, and other ad-hoc queries.
  • Load client trades on portfolios, ensuring seamless execution and optimal returns.
  • Communicate with other Advisers on client matters, including Financial Planners, Tax Advisers, and Solicitors.
  • Liaise with Investment Settlement Operations and Treasury departments on administrative matters, such as stock transfers, corporate actions, and international payments.

Requirements

  • Commit to completing the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications.
  • Hold a 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.

Learning and Development

You'll be supported in completing your professional qualification through our partnerships with market-leading training providers. Our dedicated Learning and Development team will guide you every step of the way, providing the expert knowledge needed to jumpstart your career in Investment Management.

Benefits

  • 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.

Diversity and Inclusion

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.