Assistant Investment Manager

Pratap Partnership Ltd; West Midlands Combined Authority; Remote; GBP 35,000 - 55,000; Full time

Job summary

A prestigious boutique Wealth and Investment Management firm is looking for an Assistant Investment Manager to join its team. This role offers a unique opportunity to work closely with experienced Investment Managers, manage high-net-worth client portfolios, and contribute to business development in a collaborative environment. The position is primarily remote with occasional travel to London, Birmingham, and York offices.

Qualifications

• Genuine interest in financial markets and investment management.
• Proactive mindset with willingness to pursue qualifications.
• Previous experience with high-net-worth clients is advantageous.

Responsibilities

• Support day-to-day management of high-net-worth client portfolios.
• Assist with new business development and client presentations.
• Organise and maintain accurate client data and documentation.

Skills

Numerical skills

Analytical skills

Communication

Relationship-building

Education

Relevant professional qualifications

Tools

FE Analytics

Job description

Assistant Investment Manager
Boutique Wealth & Investment Management Firm | Primarily Remote - Occasional Travel to London, Birmingham & York offices

Are you passionate about investments and eager to develop your career within a dynamic, client-focused environment?

A prestigious boutique Wealth and Investment Management firm is seeking a driven and detail-oriented Assistant Investment Manager to join its growing team. This is an outstanding opportunity to gain hands-on experience, benefit from dedicated mentorship, and progress professionally within a collaborative and high-performing setting.

Key Responsibilities

Working closely with experienced Investment Managers, you will be involved in a wide range of client and investment-related activities, including:

• Supporting the day-to-day management of high-net-worth client portfolios, including processing trades, transfers, and income management.
• Assisting with new business development – from researching prospective clients and preparing bespoke presentations, to attending pitches and following up on leads.
• Contributing to the creation of tailored investment proposals and reports.
• Organising and maintaining accurate client data and documentation.
• Preparing for and supporting client meetings to ensure exceptional service delivery.

About You

• A genuine interest in financial markets and investment management.
• Strong numerical and analytical skills, with excellent attention to detail.
• A proactive mindset and willingness to pursue relevant professional qualifications.
• Proficiency in FE Analytics or similar investment tools.
• Previous experience working with high-net-worth clients is advantageous.
• Excellent communication and relationship-building skills.
• This is a primarily remote role, but some travel to offices in London, Birmingham and York will be required.