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Associate Investment Manager

Job in Putney, Windham County, Vermont, 05346, USA
Listing for: ReQuire Consultancy
Full Time position
Listed on 2026-05-23
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management, Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 54083.2 - 67604 USD Yearly USD 54083.20 67604.00 YEAR
Job Description & How to Apply Below
Location: Putney

ReQuire Consultancy is partnering with a growing and highly respected private investment management firm to recruit a Junior Investment Manager for their SW15 based office. This is an exceptional opportunity for an ambitious and commercially minded investment professional looking to build a long-term career within discretionary wealth management.

The successful candidate will join a collaborative and high-performing investment team, gaining exposure across portfolio management, trading, investment research, and client relationships. This role is designed as a clear pathway towards becoming a fully-fledged Investment Manager within a dynamic and expanding private firm.

This position would suit someone who is analytically strong, commercially aware, and eager to develop both their technical investment expertise and client-facing capabilities within a supportive environment.

The Opportunity

Working closely with senior investment professionals, you will support the discretionary investment management function while developing your expertise across markets, portfolio construction, trading activity, and investment strategy.

You will gain hands-on exposure to:

  • Portfolio management and discretionary investment processes
  • Market and macroeconomic research
  • Trading support and execution monitoring
  • Client portfolio reviews and investment reporting
  • Investment committee preparation and analysis
  • Asset allocation and security selection
  • Adviser and client relationship management
  • Investment communications and commentary

As your experience develops, you will increasingly contribute to client meetings, investment discussions, and strategic decision-making.

Investment & Trading Support
  • Support the investment team with portfolio management and trading activity
  • Monitor market developments, economic data, and investment trends
  • Assist with trade implementation, execution monitoring, and portfolio adjustments
  • Help identify investment opportunities and risks across asset classes
  • Support discretionary model portfolio management
  • Assist with investment committee preparation and reporting
  • Conduct investment research and analysis across equities, funds, and alternative assets
Client & Adviser Support
  • Assist in preparing investment proposals and portfolio reviews
  • Develop strong relationships with advisers and clients
  • Support responses to investment-related queries
  • Contribute to client communications and market commentary
  • Gradually build confidence in presenting investment views internally and externally
Research & Strategy
  • Monitor macroeconomic and market developments
  • Support ongoing fund and equity research
  • Participate in investment strategy discussions
  • Contribute ideas and insights to the wider investment team
Compliance & Professional Standards
  • Ensure adherence to FCA and internal compliance standards
  • Maintain strong awareness of MiFID II and investment regulations
  • Work towards further professional qualifications and long‑term Chartered status
What We’re Looking For
  • CSCI Level 4 qualified (mandatory)
  • Strong interest in investment markets and portfolio management
  • Some experience within trading, investments, or wealth management
  • Excellent analytical and communication skills
  • Strong attention to detail and commercial awareness
  • Confident working within a fast‑paced, collaborative environment
  • Ambition to progress into a fully qualified Investment Manager role
Why Should I Apply?
  • A genuine long‑term career pathway into Investment Management
  • Exposure to experienced investment professionals and decision‑makers
  • Hybrid working environment in Putney
  • Opportunity to join a growing private investment firm during an exciting phase of expansion
  • Strong team culture with excellent development opportunities
  • Client‑facing exposure from an early stage

To discuss the opportunity confidentially, please contact Liam McConnell today |

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Position Requirements
10+ Years work experience
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