Associate Valuation & Investment Advisory

Rathbones Plc; City of Westminster; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading investment firm in the City of Westminster seeks an Associate Investment Manager to support the Wealth & Investment team. The role involves managing client portfolios, conducting investment research, and enhancing client experiences. Candidates should have strong communication skills, proficiency in Excel, and CISI Level 4 IAD certification. This position offers a permanent contract and opportunities for professional growth within the firm.

Qualifications

• Experience with portfolio management and suitability reviews.
• Proactive, collaborative, and accountable.
• Attention to detail and professionalism.

Responsibilities

• Assist in managing client portfolios and lifecycle processes under supervision.
• Engage with clients to enhance their experience.
• Conduct investment research and contribute to team discussions.

Skills

Strong communication and interpersonal skills

Client-centric and commercially aware

Proficiency in relevant IT systems with strong MS Excel skills

Ability to explain complex concepts in simple terms

Awareness of regulatory environment and compliance standards

Experience in financial services, investment, or client-facing roles

Education

CISI Level 4 IAD with both Securities and Financial Planning and Advice papers

Tools

Python

Job description

Company description

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.

Job description

Role Title: Associate Investment Manager

Division: RIM

Location: London

Contract: Permanent

About the role

In this role you will support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. Develops advanced investment knowledge, technical skills, and commercial acumen. Plays 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

• Assists in managing client portfolios and lifecycle processes under supervision.
• Ensures suitability through real-time client engagement.
• Understands investment objectives to seek good client outcomes.
• Proactively engages with clients and intermediaries, resolving issues and enhancing client experience.
• Collaborates with Financial Planners, IFAs and other Rathbones services to deliver holistic outcomes.
• Conducts investment research and contributes to team discussions.
• Assists with asset allocation, management of portfolios and ensuring they are managed to mandate.
• Progresses awareness and knowledge of Financial Planning, helping to identify potential areas for referral.
• Improves 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.

Essential

• CISI Level 4 IAD with both Securities and Financial Planning and Advice papers.