Investment Associate

As a Investment Associate, the work centres on industries: Investment Management, Investment Advice, and Financial Services. It would suit someone who can bring reliability, clear communication, and practical judgement to the role.

Who the work supports

Industries: Investment Management, Investment Advice, and Financial Services. Get AI-powered advice on this job and more exclusive features.

The approach that fits

careful practical judgement. Existing proficiency required across the standard office suite – Word, Excel, Power. Point, but also more advanced database software such as Visual Basic, MS Access and Power BI.

What needs to be in place

• Recent University Graduate or Investment related junior experience.

Job details

• An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.
• The Investment Associate will act as support to the broader Multi-Asset team, responding to front office requests on specific funds, supporting the team with any queries and assist.
• Our client is looking for a Junior Level Investment Associate to assist the Head of Fund Selection as well as the senior fund analysts within our client’s multi-asset Team in runni.
• The Investment Associate will be responsible for assisting senior analysts in fund research, Operational Due Diligence and preparing and analysing investment and economic data when.