Associate Investment Manager

Rathbones; Glasgow; On-site; GBP 32,000 - 52,000; Full time

Job summary

A leading investment management firm in Glasgow is looking for an Associate Investment Manager. The role involves supporting client portfolio management and delivering exceptional service. Responsibilities include client engagement, investment research, and enhancing technological capabilities within teams. Candidates should have strong communication skills, a client-centric approach, and be familiar with financial services. This is a full-time position offering a pathway to further career progression.

Qualifications

• Experience in financial services, investment, or client-facing roles.
• Exposure to portfolio management and client reporting.
• Client-centric and commercially aware.
• Proactive, collaborative, and accountable.
• Experience in financial services, investment, or client-facing roles.

Responsibilities

• Assist in managing client portfolios under supervision.
• Engage with clients to enhance their experience.
• Conduct investment research and contribute to team discussions.
• Collaborate with Financial Planners, IFAs and other Rathbones services to deliver holistic outcomes.
• Conduct investment research and contribute to team discussions.
• Assist with asset allocation and portfolio management to mandate.

Skills

Client engagement

Investment research

Communication

Time management

Proficiency in MS Excel

Client-centric approach

Education

CISI Level 4 IAD

Tools

Python

Job description

Role Title: Associate Investment Manager

Division: RIM

Location: Glasgow

Contract: Permanent

About the Role

In this role you will support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. Develop advanced investment knowledge, technical skills, and commercial acumen. Play an active role in business development, building networks, and contributing to the firm’s growth. This role builds on the foundation established as a Trainee, with increasing responsibility and autonomy, and prepares the individual for progression to Investment Manager and beyond.

What you’ll be responsible for

• Assist in managing client portfolios and lifecycle processes under supervision.
• Ensure suitability through real‑time client engagement. Understand investment objectives to seek good client outcomes.
• Proactively engage with clients and intermediaries, resolving issues and enhancing client experience.
• Collaborate with Financial Planners, IFAs and other Rathbones services to deliver holistic outcomes.

Investment skills and technical development

• Conduct investment research and contribute to team discussions.
• Assist with asset allocation, management of portfolios and ensuring they are managed to mandate.
• Progress awareness and knowledge of Financial Planning, helping to identify potential areas for referral.
• Improve team technological capability, being prepared to develop and share expertise.

About you

• Clear understanding and articulation of Rathbones proposition, investment process and Research capabilities.
• Proficiency in relevant IT systems with strong MS Excel skills.
• Strong communication and interpersonal skills.
• Ability to explain complex concepts in simple terms.
• Awareness of regulatory environment and compliance standards.
• Client‑centric and commercially aware.
• Proactive, collaborative, and accountable. Demonstrates integrity, attention to detail, and professionalism.
• Experience in financial services, investment, or client‑facing roles.
• Exposure to portfolio management, suitability reviews, and client reporting.
• Familiarity with business development activities and relationship management.
• Experience with Python is desirable, but not essential.
• Able to work to deadlines with strong time‑management skills and prioritise workload effectively.
• CISI Level 4 IAD with both Securities and Financial Planning and Advice papers.

Seniority level

Associate

Employment type

Full‑time

Job function

Accounting/Auditing, Finance, and Management