Graduate Programme, Investment Management - Guildford (Sept 2026)

evelyn Partners; Guildford; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading investment firm in Guildford is seeking an Investment Management Associate to support private individuals and organizations in achieving financial goals. The role involves analyzing investments, drafting reports, and collaborating with experts in the financial field. Candidates should have a strong academic background, a passion for finance, and a desire to make an impact. This position offers a competitive salary and fully funded professional qualifications.

Benefits

Fully funded professional qualifications

Private medical insurance

Generous holiday package

Qualifications

• On track for or have achieved a 2:1 degree or above.
• Hold GCSE Grade 5 (or B) in English Language and Maths.
• Passionate about finance and making a difference.

Responsibilities

• Supporting portfolio reviews and investment analysis.
• Drafting client communications and performance summaries.
• Managing client trades and liaising with operations team.

Skills

Analytical skills

Communication skills

Financial acumen

Team collaboration

Education

2:1 degree or above

112 UCAS points from top 3 A-levels

GCSE Grade 5 (or B) in English Language and Maths

Job description

Overview

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Your Role

Investment Management Associate As an Investment Management Associate, you\'ll work with private individuals, charities, and institutions to help them achieve their financial goals. You\'ll learn how to:

• Assess global economic strategies
• Understand asset classes and investment styles
• Build bespoke, high-performing portfolios
• Evaluate risk and deliver client-focused solutions

You\'ll gain hands-on experience while studying for the Investment Advice Diploma (IAD) and CISI\'s Chartered Wealth Manager Qualification, supported by our expert Learning & Development team.

What You\'ll Be Doing

• Supporting portfolio reviews and investment analysis
• Attending investment meetings and briefings
• Drafting client communications and performance summaries
• Collaborating with Financial Planners, Tax Advisers, and Solicitors
• Managing client trades and liaising with operations team

Qualifications

• On track for or have achieved a 2:1 degree or above
• Have 112 UCAS points from top 3 A-levels (excluding General Studies)
• Hold GCSE Grade 5 (or B) in English Language and Maths
• Eager to complete the IAD and CISI qualifications
• Passionate about finance, people, and making a difference

Learning & Development

You'll be supported every step of the way by our dedicated Learning & Development team and training partners. You\'ll join a cohort of graduates, with access to:

• A personal buddy
• Expert-led training
• Real client scenarios
• A supportive network to help you thrive

Benefits

• Fully funded professional qualifications
• Competitive salary
• Private medical insurance
• Life assurance & pension contribution
• Generous holiday package + option to buy more
• Cycle to work scheme & season ticket loan
• Shared parental leave & eye care support