Associate Investment Management

This Associate Investment Management opportunity in London is built around supporting client needs and manage portfolios, including dealing, in line with your competency status. It would suit someone who can bring our success hinges on our people and we place the power of good advice into more hands, guiding clients to make confident decisions and achieve their financial goals to the role.

Role overview

We’re seeking a talented individual to join our Investment Management team in London. This role offers senior‑level exposure, being client‑facing and working alongside experienced high‑profile IM partners.

Main responsibilities

Supporting client needs and manage portfolios, including dealing, in line with your competency status. Assisting in preparing for client review meetings, providing support and basic analysis as required. Preparing presentations, investment proposals and pitches.

What helps someone succeed

Our success hinges on our people and we place the power of good advice into more hands, guiding clients to make confident decisions and achieve their financial goals. Strong professional approach.

Requirements

• Hold a relevant Level 4 qualification or above (aspiring for Level 7) and maintain an up‑to‑date Statement of Professional Standing.
• Experience in an investment management environment.
• Knowledge of the financial services industry and investment market.

Job details

• Generous holiday package with option to purchase additional holiday.
• Hybrid working model (role‑dependent).
• Private medical insurance.
• Employer pension contribution.