Private Investments Associate

Financial Services
London, United Kingdom
annual bonus
09 Oct 2021
07 Nov 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
A top UK Investment Manager

  • Maintain a deep awareness and practical understanding of l financial markets impact investment portfolios and clients (macro and micro-economic factors).
  • Provide input and assist the team in ensuring all investment positions are appropriately monitored and action taken in light of markets movements, decisions from Investment Meetings or other changes.
  • Assist the team with dealing activities, monitoring day to day Investment movements on FactSet and Bloomberg and placing deals directly.
  • Must be able to undertake client data analysis as directed.


The individual must have the appropriate FCA qualification:
  • CFA Investment Management Certificate (IMC), or equivalent, for CF7 responsibility.
  • CISI Chartered Wealth Manager or CFA Levels 1 & 2 (or equivalent qualification e.g. Masters in Wealth Management), for CF7 responsibility.
  • Ongoing appropriate CPD (e.g. CISI modules). Skills and Capabilities The individual is expected to demonstrate the following, working with our clients and colleagues
  • Absolute focus on client service
  • High standard of oral and written communication.
  • Deep understanding of financial markets and asset classes.
  • Exercise judgement, intellectual rigour and clarity of thought.
  • Strong attention to detail and analytical mind.

Job Offer

A market leading package with a great platform to grow your career in the Investment market

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