Portfolio Management Associate

2 weeks ago


London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Summary

We are seeking an experienced Portfolio Management Associate to join our team in London. As a key member of our Investment Team, you will be responsible for delivering exceptional client outcomes by providing support to 1-2 Investment Managers.

The successful candidate will have a strong understanding of wealth management and experience working within investment teams. They will be able to work closely with Investment Managers to deliver excellent client outcomes, maintain back-office systems and client records, and request policy information from third-party providers as needed.

To be successful in this role, the candidate should have:

  • A proven track record of supporting Investment Managers
  • Experience working within wealth management
  • Strong analytical skills and attention to detail
  • An ability to work independently and as part of a team

This is a fantastic opportunity to join a leading force in UK wealth management and professional services. The company offers a competitive salary of £40,000 - £60,000 per annum, plus benefits including private medical insurance, life assurance, pension contribution, generous holiday package, and option to purchase additional holiday.



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