Investment Associate

  • Location

    London, England

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £25000 - £30000.00 per annum

  • Contact:

    Bethany Singer

  • Contact email:


  • Job ref:


  • Published:

    9 months ago

As an Investment Associate you will be responsible for:

  • Assisting in the preparation of presentations, financial illustrations and other material for client meetings.
  • Building strong telephone-based client relationships to offer an alternative point of contact for introducers and assist with resolution of their routine queries.
  • Attending meetings alongside the SID/ID/IM and action meeting follow up.
  • Preparing draft applications and associated compliance documentation where needed.
  • Managing the pipeline of sales opportunities by keeping CRM up to date including introducer status, opportunities, organisations and individuals.
  • Progressing opportunities through the sales stages ensuring accuracy of forecast.
  • Building close working relationships with the Client Service Centre to ensure the timely processing of client applications.
  • Acting as the point of contact for clients' administration queries.
  • Working closely with the Team Assistant who will assist on all business and administrative associated duties;
  • Maintenance of CRM (customer relationship management) system to ensure accuracy of client details.

As an Investment Associate you will need:

  • Previous experience of providing business support within a professional environment is preferable
  • A confident and strong communicator and relationship builder
  • Strong academic back ground
  • Sound judgement, adaptability and the ability to influence to achieve success
  • Enthusiasm and a can-do attitude
  • A driven individual with ambition and the desire to achieve results.
  • A team player with commercial flair

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