Investment Management Assistant – Charities Team

Mason Blake; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading investment management company seeks an Investment Management Assistant to join their Charities team in London. The candidate will support charity portfolios, conduct data analysis, and help prepare investment proposals. Ideal for investment professionals aiming for a long-term career in the charity sector, this role offers development, study support, and competitive benefits.

Benefits

Structured development

Generous study support

Competitive bonus scheme

Qualifications

• 1–3 years' experience in investment or asset management.
• Strong interest in investment markets including equities and bonds.
• Proficient in MS Excel and willing to develop coding skills.

Responsibilities

• Support management of charity and not-for-profit client portfolios.
• Conduct data analysis and visualisation for portfolio decisions.
• Assist in preparation of investment proposals and client inquiries.

Skills

Data analysis

Investment markets

MS Excel

Communication

Client-first mindset

Education

RDR Level 6 qualifications

Tools

VBA

Automation tools

Job description

Job details

Location

London

Date Posted

Category

Job Type

Job ID

Description

Our client is a leading and award-winning investment management house. Due to continued business growth, they are now looking to recruit an Investment Management Assistant to join their highly respected Charities team on a permanent basis.

Reporting directly to senior members of the Charities team, the Investment Management Assistant will take responsibility for the following duties:

• Support the management of charity and not-for-profit client portfolios, including preparing valuations, meeting packs, and investment presentations
• Monitor investment dashboards and ensure ongoing compliance with client mandates
• Conduct data analysis and visualisation to support portfolio decisions and departmental reporting
• Assist in the preparation of investment proposals for prospective clients and handle client enquiries
• Contribute to process improvement initiatives, including automation and enhanced reporting tools

The Investment Management Assistant will meet the following skillset:

• 1–3 years’ experience in an investment or asset management environment
• Strong interest in investment markets, including equities, bonds, and alternatives
• Proficient in MS Excel, with a willingness to develop broader IT and coding skills (e.g. VBA, automation tools)
• Excellent written and verbal communication skills, with a client-first and collaborative mindset
• Motivated to complete RDR Level 6 qualifications and progress into a certified Client Manager role

This is an ideal opportunity for an ambitious investment professional looking to build a long-term career in a values-driven and mission-aligned investment business, with a strong presence in the not-for-profit and charity sectors.

The company offers structured development, generous study support, and excellent benefits including a competitive bonus scheme.

If you believe your experience meets the criteria, please apply with a copy of your CV.

Please note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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