Investment Management Professional

2 days ago

Manchester, United Kingdom Evelyn Partners Full time
Unlock Your Potential in Investment Management

Evelyn Partners 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 Management teams work with private individuals, charities, and institutions to help achieve their financial aspirations. We do this by understanding their wider financial assets, their requirements and objectives, attitude to risk and time-horizons to create and manage the most suitable investment portfolios.

Key Responsibilities
  • Undertake analysis of companies and collective investment schemes and relay this information to the firm-wide Investment Managers
  • Attend investment meetings, internal/external seminars, and regulatory briefings
  • Draft client correspondence, e.g. performance summaries, market overviews, and other ad-hoc queries
  • Liaise with Investment Settlement Operations and Treasury departments on administrative matters, e.g. stock transfers, corporate actions, international payments
What We Offer
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Cycle to work scheme
  • Season ticket loan
  • Shared parental leave
Training and Development

We believe that hands-on experience is key to creating well-rounded trusted business advisers. As such, you will work on front-office investment management tasks alongside studying for the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications.

You'll be supported in completing your professional qualification via our partnerships with market-leading training providers, allowing you to gain the expert knowledge needed to jumpstart your career in Investment Management.

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