Associate – Investment

Associate – Investment

Associate-level role in Investment Management – Finance Operations plus PA duties and HNW Client Contact - £35 – 40K plus benefits  

This is an involved role joining a very well-established Investment Management firm whose clients are HNWI. You will work as a Client Executive at Associate level, supporting two Portfolio Managers with their workload and liaising extensively with their clients.

Excellent attention to detail is key and strong communication skills for client liaison. This role requires a candidate who has prior experience in a similar role in Finance / Investment / Banking – you will be involved in broad support for your two bosses who have a busy, established client base.

Duties will include:

• Transactional work including making and receiving payments for / from clients
• Liaison with external stakeholders (legal / finance)
• Building client relationships (HNWI)
• Investment presentations and valuations statements (PowerPoint)
• Administrative and PA duties including arranging meetings / booking travel
• Extensive liaison with internal teams regarding client lifecycle

This role would suit someone with at least one year’s experience in a similar environment in Finance / Investment Management. Good IT skills including advanced Excel and PowerPoint as well as experience liaising with clients and stakeholders in a similar role.

Great office and team environment, excellent onboarding and training process as well as mentoring from senior Investment colleagues. Mayfair location with 1-2 days WFH per week (hybrid role after probation).

£35 – 40,000 plus enhanced pension, discretionary bonus and private medical insurance.