Investment Solutions Associate (Graduate)

7IM; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the asset management industry is seeking an Investment Solutions Associate (Graduate) for their London office. This role involves client interaction, portfolio analysis, and supporting new business initiatives. Candidates should have a technical degree or be pursuing one, accompanied by a strong interest in the investment management field. The position is an excellent opportunity to develop a career in asset management within a dynamic and customer-focused environment.

Qualifications

• Technical graduate level degree or studying towards it.
• Interest in investment management industry.
• Desire for professional development.

Responsibilities

• Coordinate and support the Investment Solutions team with client service and business development.
• Provide analysis and prepare reports for clients.
• Support onboarding of new clients and operational processes.

Skills

Assertiveness

Planning and time management

Flexibility

Resilience

Accuracy and attention to detail

Team working

Written communication

Numeracy skills

Education

Technical graduate level degree

Tools

MS Office

Excel

Job description

Investment Solutions Associate (Graduate)

Join to apply for the Investment Solutions Associate (Graduate) role at 7IM

Investment Solutions Associate (Graduate)

Join to apply for the Investment Solutions Associate (Graduate) role at 7IM

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Purpose

To co-ordinate and support the Investment Solutions team in servicing and managing strategic relationships with internal and external clients, as well as assisting with Business Development opportunities once passed over to Investment Solutions Team.

About The Role

Purpose

To co-ordinate and support the Investment Solutions team in servicing and managing strategic relationships with internal and external clients, as well as assisting with Business Development opportunities once passed over to Investment Solutions Team.

It is important to note that while the role will be exposed to all elements of the portfolio management process, it is not one that would be directly involved in investment decision making. The focus will be on client engagement, internal/external communication, portfolio analysis and some operational aspects of 7IM’s fund and model business. The role would be an ideal stepping stone for someone wanting to develop an investment/business focussed career in the asset management space.

Some experience is beneficial but more important is a can-do attitude, a focus on being organised and willingness to learn quickly, amidst a busy timetable of planned actions in a dynamic workplace.

Responsibilities

Client Service

• Be the first point of contact for internal and external client queries, and build relationships with both parties.
• Create and compile high quality review packs for strategic partners.
• Draft / Review bespoke client commentaries and thought-pieces
• Working with wider Investment Solutions team to onboard new clients
• Develop / Prepare reporting for key partners
• Produce analysis to help key partners win / retain new business
  
  

Sales

• Support new business meetings, conduct portfolio analysis and draw up investment proposals.
• Be involved in producing high quality client facing content, in order to distinguish 7IM from peers.
• Engage with the Investment Strategy Team to enable understanding of investment views and consistency of message
  
  

Investment Operations Support

• Support the onboarding of propositions on new third party platforms
• Provide ongoing assistance to ensure efficient delivery of portfolios through the MPS service
• Help develop the operational process to ensure consistent delivery of good client outcomes
  
  

Compliance & Conduct

• Complete all CPD requirements
• Take responsibility for updating CRM activity for Investment Solutions Team
  
  

Skills

About You

• Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with key strategic partners across the company.
• Planning and time management skills in order to most effectively allocate own time and others.
• Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices
• Resilience in order to manage conflicting priorities and demands, ambiguity, high work-load, rejection and other sources of pressure.
• Accuracy, thoroughness and attention to detail in order to maintain the highest levels of service to 7IM’s intermediaries and advisors.
• Team working combined with individual initiative, creativity and self-sufficiency in order to remain effective in the face of rapid change and a lean and efficient management and resource structure.
• Personal development focus, taking responsibility for driving both personal and professional development in order to maximise effectiveness in this demanding role, and to grow with the role, and beyond.
• Written skills, in order to clearly, concisely and thoroughly present information to clients.
• Numeracy skills in order to understand, process and check a range of data
  
  

Knowledge

• A demonstrable interest in the investment management industry
• Some experience in product strategy, development and management.
• Experience with the use of MS Office, in particular Excel
  
  

Qualifications

• Technical graduate level degree, or studying towards as part of a year in industry programme
• Professional qualifications in relation to the role such as IMC desirable, or a willingness to work towards.
  
  

About Us

Not Specified

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Seniority level

• Seniority level

  Internship

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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