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Investment Associate - Wealth Management - Bracknell, Berkshire, United Kingdom, RG12


An opportunity to art of something really special. An established and highly sought after Wealth Management business in the Berkshire area have a key opportunity within their Group Head Office for an Investment Associate.

The ideal candidate will come from a Wealth Management/Investment Management/Financial Services Organisation with an appetite to enhance their career with a fast moving/high growth industry leader.

Working closely with the Senior Leadership Team (SLT), you will have exposure to a broad range of topics and exposure to the wider business.

Main responsibilities will include:

  • Completing external fund research and analysis
  • Conducting portfolio comparisons against in-house funds and external fund providers
  • Using investment software to research and analyse model portfolios or funds (i.e. Lipper for Investment Management and FEAnalytics)
  • Providing investment data to the (SLT), independent financial advisers (IFAs), as and when requested
  • Willingness to learn and understand IFA's needs fully
  • Liaising with service providers and providing up-to-date due diligence
  • Respond efficiently to all requests and queries from BDMs and IFAs
  • Desire to build on your existing knowledge and progress within the role

To be successful in this role, you will need to display the following skills:

  • Relationship building
  • Impeccable work ethic
  • Strong attention to detail
  • Excellent communication and presentation skills
  • Strong administrative and organisation skills, with the ability to support others
  • Resilience and persistence
  • Multi-tasking
  • Self-starter, motivated by success and financial rewards

Existing investment qualifications or a previous industry placement within Financial Services would be beneficial but are not required.

In return you will receive:

  • The opportunity to develop your career in a progressive, dynamic organisation
  • A commitment in supporting your professional development
  • Genuine opportunity to progress in asset management
  • Opportunity to take further investment qualifications
  • Company benefits such as share options and food/drink provided in the office