Investment Associate , Fund Research , Recent Graduate

JJ SEARCH LIMITED; Greater London; On-site; GBP 28,000 - 30,000; Full time

Job summary

An established and widely recognized Wealth Management firm is seeking a motivated Junior Level Investment Associate. This role is ideal for recent graduates eager to kickstart their investment-facing career. You will assist senior analysts in fund research, operational due diligence, and respond to front office requests. The position offers a dynamic environment where you can develop your skills in investment research while contributing to a multi-asset team. If you're passionate about investment and ready to make an impact, this opportunity is perfect for you.

Qualifications

• Recent university graduate or investment-related junior experience.
• Proficiency in office suite and advanced database software.

Responsibilities

• Assist senior analysts in fund research and operational due diligence.
• Support the multi-asset team with client migrations and compliance.

Skills

Investment Research

Presentation Skills

Analytical Skills

Communication Skills

Delivery to Deadlines

Education

University Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Visual Basic

MS Access

Power BI

Job description

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Direct message the job poster from JJ SEARCH LIMITED

Managing Director at JJ Search Ltd - specialist Recruitment for the Asset Management, Private Wealth & Banking industry - junior, mid-level and…

SALARY LEVEL 28-30K

Our Client

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.

The Role

Junior level role – Recent Graduates Only

This is a fantastic opportunity for a highly motivated recent graduate who is looking to develop into a long-term investment-facing career with a widely known Wealth Management firm. Our client is looking for a Junior Level Investment Associate to assist the Head of Fund Selection as well as the senior fund analysts within our client’s multi-asset Team in running the centralised fund research programme.

The Investment Associate will be responsible for assisting senior analysts in fund research, Operational Due Diligence and preparing and analysing investment and economic data when and as required.

The Investment Associate will act as support to the broader Multi-Asset team, responding to front office requests on specific funds, supporting the team with any queries and assisting senior level analysts with operational work when necessary.

The Investment Associate will confidently assist senior analysts in Client migrations, Asset Maintenance, Compliance & Legal, Marketing, Fund Dealing with timely and accurate responses.

The Candidate

Recent University Graduate or Investment related junior experience.

A passion for Investment Research!

Existing proficiency required across the standard office suite – Word, Excel, PowerPoint, but also more advanced database software such as Visual Basic, MS Access and Power BI.

Delivery to deadlines.

Able to respond respectfully but forcefully to senior colleagues.

Excellent internal and external presentation skills.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Analyst, Research, and Other
• Industries: Investment Management, Investment Advice, and Financial Services