Investment Director
3 days ago
About Us
Evelyn Partners is a leading wealth management and professional services company, dedicated to helping individuals and businesses achieve their financial aspirations. With over 180 years of experience, we've built a legacy on expert financial guidance.
Job Opportunity
We're seeking an experienced Associate Director - Investment Specialist to join our Asset Management team in London. This role will support AUM growth across key strategic channels, including public, potential, and existing clients, as well as 3rd party Financial Planners and Investment Managers.
The Asset Management division plays a vital role in our firm's activities, focusing on creating and overseeing our investment process. This includes asset allocation and investment selection. Our investment methodology has been refined over time to cater to clients' diverse circumstances and requirements.
Responsibilities
- Spearhead the development of client-friendly written presentations and commentary representing the investment process.
- Communicate relevant output and decision-making from internal investment forums in a timely manner.
- Provide regular feedback to the Director Investment Specialist on key competitors and trends.
Requirements
- A formal qualification such as the CFA (a plus)
- Multidisciplinary market and investment knowledge, with expertise in portfolio construction and multi-asset portfolios.
- Prior experience using and interpreting data from Morningstar, Refinitiv, and Trustnet.
Salary and Benefits
Our competitive salary package includes:
- a competitive annual salary: £85,000 - £110,000 based on experience
- private medical insurance
- life assurance
- pension contribution
- a hybrid working model (role dependent)
- generous holiday package
- option to purchase additional holiday
- shared parental leave
- fully funded training towards professional qualifications
- cycle to work scheme
- season ticket loan
- eye care support
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