Associate Investment Manager

P1 Investment Services; Exeter; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services company in Exeter is seeking an Associate Investment Manager. This position is ideal for someone early in their career, offering a path towards qualifications like CISI IAD or CFA. Responsibilities include developing expertise, assisting with fund managers, and supporting the investment team. Benefits include flexible working, professional development support, and a generous holiday package.

Benefits

Professional development support

Flexible working options

24-32 days holiday plus bank holidays

Workplace pension with contributions

Group Life Insurance and Income Protection

Gym membership

Qualifications

• A-level standard or equivalent in relevant subjects.
• Relevant University Degree or industry qualifications preferred but not essential.
• Familiarity with financial markets and current affairs.

Responsibilities

• Develop expertise in the P1 Investment process.
• Assist with fund manager engagement and due diligence.
• Be active in the investment management team debate.

Skills

Familiarity of financial markets

Technical knowledge related to Financial Markets

Education A-level standard

Education

Relevant University Degree or industry qualifications

Job description

Overview

P1 Investment Services Limited (P1) was launched in 2016, from Exeter based financial services company Prydis. P1 provides a highly efficient and low-cost managed portfolio service designed for advisers and their clients. P1 offers model portfolio services to advisory firms across a range of disciplines, including active, passive and ethical investment.

The Role

P1 is looking for a self-driven individual to join our Exeter office as an Associate Investment Manager, offering a unique environment to develop a broad range of skills and experiences alongside gaining industry qualifications and progression into being a qualified Investment Manager. The role is ideally suited for an individual at the beginning of their career who is keen to develop within a fast-paced and rapidly growing company.

Key Responsibilities

• Develop expertise in the P1 Investment process and proposition
• Develop technical knowledge related to Financial Markets and investment management
• Work towards industry qualifications (e.g., CISI IAD level 4 / CFA ICM Level 4) and continuous learning to improve knowledge of the industry and investments
• Assist with fund manager engagement and maintenance of standards within the P1 Ethical and Sustainable investing proposition
• Assist with fund manager due diligence and selection
• Be an active part of the investment management team debate and decision making
• Provide support to the operational implementation of the investment proposition
• Provide administrative support to the Investment Management team

Qualifications / Experience

• Education: A-level standard or equivalent, in relevant subjects
• Relevant University Degree or industry qualifications preferred but not essential
• Familiarity of financial markets and current affairs

Benefits

• We’re a fast-growing company that supports staff in their professional development. We offer:
• Support towards professional development and qualifications
• Flexible working options
• The standard holiday is 24 days, increasing by a day after each year of service up to 32 days plus bank holidays
• Workplace pension where you contribute 4% and the company contributes 4% rising to 6% after 5 years
• Group Life Insurance and Income Protection
• Access to initiatives like Ride2Work, Green Car Scheme, gym membership, NHS Top up scheme