Graduate Programme, Associate Investment Management - London (Jan 2027)
Core
Support Investment Managers in delivering tailored investment solutions and exceptional client service for wealth management clients.
Role type
Graduate Investment Management Associate
Builds
Client portfolios and investment proposals
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
portfolio management support, investment research, financial analysis, client relationship management, regulatory compliance, financial reporting, dealing activities
Preferred skills
internship in financial services, interest in professional qualifications (IAD, CWM)
Responsibilities
Support day-to-day management of client portfolios, prepare for client meetings and investment proposals, conduct investment and market research, assist with investment dealing activities, draft client communications and performance summaries, maintain accurate client records
Seniority
Graduate, entry-level IC