Investment Associate: Portfolio Strategy & Origination

Partners Capital Investment Group; Greater London; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading investment management firm in the United Kingdom seeks an Investment Associate to manage investment portfolios for institutional and family office clients. You'll engage in research, due diligence, and client relationship management. Ideal candidates should possess strong problem-solving and interpersonal skills, with a passion for investing. The firm supports career advancement, offers competitive compensation, and a comprehensive benefits package including private medical insurance, pension contributions, and wellness benefits.

Benefits

Private medical and life insurance

Income protection

Pension contributions

Volunteer day for all employees

Social events

Qualifications

• Professional experience in consulting, investment banking, or accounting.
• Desire to pursue further professional development (CFA qualification).
• Ability to thrive in a collaborative working environment.

Responsibilities

• Manage eight to ten investment portfolios for clients.
• Conduct research and due diligence on asset managers.
• Take on additional projects to improve portfolio construction.
• Develop relationships with clients and asset managers.

Skills

Intellectual curiosity

Problem-solving skills

Interpersonal skills

Team player

Job description

A leading investment management firm in the United Kingdom seeks an Investment Associate to manage investment portfolios for institutional and family office clients. You'll engage in research, due diligence, and client relationship management. Ideal candidates should possess strong problem-solving and interpersonal skills, with a passion for investing. The firm supports career advancement, offers competitive compensation, and a comprehensive benefits package including private medical insurance, pension contributions, and wellness benefits.