Investment Associate

VWA (Victoria Wall Associates); England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A premier finance recruitment firm is seeking an Associate in Private Wealth to support investment directors and clients. This role offers a competitive salary, hybrid work model, and opportunities for career advancement, including support for CFA/CISI Masters studies. Ideal candidates will have completed the IMC or CISI Level 4 and possess a service-oriented attitude towards clients.

Benefits

Discretionary bonus

Support for CFA/CISI Masters

Qualifications

• Highly service-oriented approach with clear and concise communication.
• Some previous experience within finance, investment, or banking sectors.
• Team-playing and collaborative nature.

Responsibilities

• Provide investment support to Investment Directors and clients.
• Handle investment-specific inquiries and discuss portfolio performance.
• Assist with quarterly client reporting and preparation of client materials.

Skills

Service-oriented approach

Clear communication

Team-playing nature

Data analysis

Education

Completion of the IMC or CISI Level 4

Job description

5-PWAssoc/SD

Associate - Private Wealth

Financial Services

Central London

Hybrid Working - 2 days wfh

Permanent

Competitive Salary

Completion of the IMC or Level 4 CISI is an essential requirement for this role. Unfortunately, candidates without this requirement will not be considered.

About the Client

A prestigious and highly regarded client in the finance industry (investments) with beautiful offices in the heart of London! The team are approximately 250 in London, with additional global offices. The business has excellent retention of staff, with personal and professional development highly encouraged and supported!

About the Role

This is an Associate position, which will involve working as part of a close-knit investment team to provide investment support to Investment Directors and their clients. Responsibilities will include (but are limited to):

• Handling investment-specific enquiries from clients and discussing performance of portfolios
• Research on and on behalf of clients
• Preparation of materials and documents for client meetings
• Due diligence and requests on clients
• Assistance with quarterly client reporting
• Supporting with investments – research, monitoring Bloomberg and undertaking data analysis
• Ad-hoc support to Investment Directors as requested.

This role may lead to a Senior Associate position and completion of the CFA / CISI Masters in 1-3 years, with a view to taking on your own clients in future.

Candidate Specification

• Completion of the IMC or CISI Level 4
• Highly service-oriented approach, including clear and concise communication with clients
• Some previous experience within the finance, investment or banking sectors (administrative, back or middle office)
• Team-playing and collaborative nature.

Additional Information

• Salary is competitive and dependent on experience and the business offer excellent additional benefits, including a discretionary bonus
• Future study of the CFA / CISI Masters will be supportedHours are 9am – 5:30pm, with flexibility required for out-of-hours work where necessary
• The business offer a hybrid working model of 1-2 days from home.

If you are a budding finance professional looking for the next step in their career, please apply today!