Assistant Investment Manager
Boutique Wealth & Investment Management Firm | Primarily Remote - Occasional Travel to London, Birmingham & York offices
Are you passionate about investments and eager to develop your career within a dynamic, client-focused environment?
A prestigious boutique Wealth and Investment Management firm is seeking a driven and detail-oriented Assistant Investment Manager to join its growing team. This is an outstanding opportunity to gain hands-on experience, benefit from dedicated mentorship, and progress professionally within a collaborative and high-performing setting.
Key Responsibilities
Working closely with experienced Investment Managers, you will be involved in a wide range of client and investment-related activities, including:
- Supporting the day-to-day management of high-net-worth client portfolios, including processing trades, transfers, and income management.
- Assisting with new business development – from researching prospective clients and preparing bespoke presentations, to attending pitches and following up on leads.
- Contributing to the creation of tailored investment proposals and reports.
- Organising and maintaining accurate client data and documentation.
- Preparing for and supporting client meetings to ensure exceptional service delivery.
About You
- A genuine interest in financial markets and investment management.
- Strong numerical and analytical skills, with excellent attention to detail.
- A proactive mindset and willingness to pursue relevant professional qualifications.
- Proficiency in FE Analytics or similar investment tools.
- Previous experience working with high-net-worth clients is advantageous.
- Excellent communication and relationship-building skills.
- This is a primarily remote role, but some travel to offices in London, Birmingham and York will be required.