Associate Investment Manager

Job

Location:

Northampton

Salary: £40,000 - £60,000 Per Annum

Employment Type:

Permanent

A highly-reputable wealth management practice is seeking an associate Investment Manager/investment analyst to join the team and manage a small client book. In addition to managing existing clients, the successful candidate will have opportunities to help the firm acquire new clients. The company has both wealth management and asset management arms, so experience in both areas would be ideal.

• Conduct detailed research across asset classes, funds, and market themes
• Support the ongoing management of discretionary client portfolios
• Prepare client reporting, portfolio reviews, and investment updates
• Support client and adviser meetings where appropriate
• Monitor portfolio positioning, risk exposures, and performance

• Experience with in wealth or asset management (typically 2–5 years)
• Exposure to discretionary portfolio management and/or investment research
• Good understanding of financial markets, asset classes, and portfolio construction
• Progress towards or completion of CISI Level 7 (or equivalent)

• Pension contributions matched at 6% (increases to 8% after successful probation)
• PMI, PHI, and Death in Service schemes after probation
• Onsite parking and gym facilities
• Holiday trading
• Cash plans
• Childcare vouchers
• Employee assistance program (EAP)
• Cycle to work schemes
• Dental Insurance
• Travel Insurance
• Discount / purchase schemes
• 25 days holidays plus bank holidays

There is no work-from-home policy. Investment and Wealth Managers lead their pods, have supervisory and management responsibilities, and need to be in the office outside client meetings. The office environment fosters collaboration and maintains high professional standards.