Associate Investment Management
What will you be doing?
We are seeking an ambitious Investment professional, to join Evelyn Partners to join our investment team in Dublin, as an Associate Investment Manager.
As an Associate at Evelyn Partners Europe you will be supported to grow personally and professionally, you will have access to a structured training programme to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment professionals which you will have the opportunity to collaborate with and learn from.
What's in it for me?
You will be provided with a pathway for career development, learning how to build and scale client portfolios. You will develop into a seasoned investment professional supported by the resources and client base of a major firm.
This is a hybrid working role with a requirement to be in the office 3 days per week.
Qualifications
Key Responsibilities
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations
Skills, Experience & Qualifications
- Proven experience working in the financial services industry
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
Professional Qualifications and Education
- To hold QFA Certificate in Professional Financial Advice or equivalent
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.