Investment Management Professional Development Opportunity
2 weeks ago
Evelyn Partners, a leading force in UK wealth management and professional services, is seeking an Investment Management Associate to join our team. This role offers a unique opportunity to develop your skills and knowledge in investment management, working with private individuals, charities, and institutions.
About the Job
This exciting role involves assisting partners and directors with portfolio reviews, analyzing companies and collective investment schemes, attending investment meetings, and drafting client correspondence. You will also work on front office investment management tasks alongside studying for professional qualifications. Your responsibilities will include loading up client trades on portfolios, communicating with other advisers, and liaising with departments on administrative matters.
Key Requirements
To be successful in this role, you should have a strong commitment to completing your professional qualification, possess a minimum 2:1 degree in any discipline, and meet A Level requirements. Excellent communication and teamwork skills are essential for success in this dynamic environment. We offer fully funded training towards professional qualifications, competitive salary, and a range of benefits to support your growth and development.
About Evelyn Partners
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.
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