Graduate Programme, Investment Management

It takes a proven skillset and knowledge base to earn the trust of a private investor. Our investment offering aims to understand the needs of our clients so we can create bespoke portfolios tailored to each individual client's personal needs enabling them to both preserve and grow their wealth. We don't limit ourselves to one in-house investment style, which means there's no limit to the insights you can provide. Our Investment Management teams work with private individuals, charities, and institutions to help achieve their financial aspirations. We do this by understanding their wider financial assets, their requirements and objectives, attitude to risk and time-horizons to create and manage the most suitable investment portfolios. What will you be doing? As an Investment Management Associate, you will be learning a well-respected profession at a firm with an unparalleled reputation. We will teach you how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks, and funds as you evaluate risk while constructing high-performing portfolios that exceed your clients' expectations. We believe that hands-on experience is key to creating well-rounded trusted business advisers and as such you will work on front office investment management tasks alongside studying for the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications. Your responsibilities will include:

• Assisting Partners and Directors with regular portfolio reviews
• Undertaking analysis of companies and collective investment schemes and relaying this information to the firm wide Investment Managers
• Attending investment meetings, internal/external seminars and regulatory briefings
• Drafting client correspondence, e.g. performance summaries, market overviews and other adhoc queries
• Loading up client trades on portfolios
• Communicating with other Advisers on client matters e.g. Financial Planners, Tax Advisers and Solicitors
• Liaising with Investment Settlement Operations and Treasury departments on administrative matters, e.g. stock transfers, corporate actions, international payments
  
  Be committed to completing the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications
• Have obtained or be predicted a minimum 2:1 degree, in any discipline
• A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
• GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively
  
  For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We believe that expert guidance should be accessible to all, and we're dedicated to making that a reality.
Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.


• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Cycle to work scheme
• Season ticket loan
• Eye care support
• Shared parental leave
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential. We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.,
• Under the 'Experience' section, if you do not have any experience please enter 'N/A' into the 'Title' text box and choose a random end and start date
• Under the 'Education' section you do NOT need to include all your education details as we'll ask for this separately once you've completed your profile. All you need to do is fill in the 'Institution' (aka University) question which is mandatory. If you have more than one degree please include your latest one.
• Under the 'Resume' (aka CV) section, it is mandatory for you to upload a document as this will be reviewed by the hiring manager.
• The 'Message to Hiring Manager' text box is NOT mandatory and will not be formally reviewed.