Investment associate Work, Jobs in Leith, Edh (with Salaries)

Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Customer Care Associate
Aegon UK —Edinburgh
- £13.45 - £17.05 an hour
- Full-time
- Hybrid work
- In-person
Research Associate in Energy System Modelling and Market Design
University of Edinburgh —Edinburgh
- Full-time
- Hybrid work
- English
- Research
- University
- Annual leave
- Employee discount
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Bachelor's degree
- No degree
- Organisational skills
Groups & Events Administrator - 20hrs/week
Delta Hotels by Marriott Edinburgh —Edinburgh
- £13.54 an hour
- Full-time
- Customer service
- Hotel
- Guest services
- Employee assistance programme
- Employee discount
Quick apply
6d
Customer Service Associate (Part-Time) R0198279 Dockside Edinburgh, United Kingdom Part time
Greystar —Edinburgh
- Part-time
- Microsoft Outlook
- Sales
- English
4d
Research Associate
University of Edinburgh —Edinburgh
- Full-time
- Hybrid work
- Research
- University
- Machine learning
- Annual leave
- Employee discount
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Events Executive
Delta Hotels by Marriott Edinburgh —Edinburgh
- £13.54 an hour
- Full-time
- Customer service
- Hotel
- Contracts
- Employee assistance programme
- Employee discount
Quick apply
6d
Investment Accounting Project Manager - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Financial services
- In-person
- Work from home
4d
Associate, Private Credit Portfolio Analytics & Reporting, PFS - Edinburgh
BlackRock Investments —Edinburgh
- Hybrid work
- Bachelor's degree
- Organisational skills
- In-person
- Work from home
- Life insurance
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Salesforce
- Research
Associate, Portfolio Analytics & Reporting, PFS
BlackRock Investments —Edinburgh
- Hybrid work
- Bachelor's degree
- Organisational skills
- In-person
- Work from home
- Life insurance
ServiceNow Business Analyst, Associate
BlackRock Investments —Edinburgh
- Hybrid work
- No experience needed
- In-person
- Communication skills
- Work from home
Personal Tax Trainee Associate (School Leaver)
CT: Accountants Advisers —Edinburgh
- From £24,500 a year
- Full-time
- Bachelor's degree
- QuickBooks
- Financial services
Quick apply
8d
Billing Associate
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
11d
Associate Post Transaction Consultant
Hymans Robertson LLP —Edinburgh
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- Communication skills
Quick apply
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Business development
- Mentoring
Associate Project Manager
Turner & Townsend —Edinburgh
- Full-time
- Management
- Engineering
- Business development
Quick apply
Associate Risk Manager / Project Director
AECOM —Edinburgh
- Full-time
- Hybrid work
- Management
- Bachelor's degree
- Mentoring

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investment associate jobs near leith, edh

Junior Investment Associate

RGH‑Global Limited
Edinburgh

Apply Now

Job details

Permanent
£30,000 - £35,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Client engagement
Stakeholder liaison
Mentoring junior staff
Process improvement
Microsoft Office Suite
Bloomberg
Presentation skills
Relationship management
Communication skills
Client onboarding compliance checks
Time management

Full job description

Location: Edinburgh (hybrid working available)

Salary: £30,000-£35,000

Junior Investment Associate – Client Dealing Department

Purpose of the Role

This role provides investment management support to Investment Managers and the wider portfolio team, helping to deliver strong client outcomes. Working efficiently within a compliance-led framework, acting honestly, fairly and professionally in the best interests of clients at all times.

Key Responsibilities

Work alongside an Investment Manager to support client relationships, delivering excellent service and adapting approach appropriately for clients in vulnerable circumstances
Draft client communications and meeting notes on behalf of the Investment Manager
Prepare portfolio information and performance data ahead of client meetings and presentations
Ensure client valuations and tax packs are accurate, complete, and issued in line with internal standards and regulatory requirements
Provide administrative support for ongoing monitoring of client portfolios, flagging any portfolios outside tolerance for the Investment Manager’s review and assisting with resulting actions
Support suitability review processes to help the Investment Manager deliver good client outcomes
Once certified, carry out research under the direction of the Investment Manager, in line with firm standards
Maintain accurate, up-to-date client records covering telephone, face-to-face and email contact
Support timely resolution of client queries or complaints, escalating to Compliance as needed
Gather client information required for CDD/KYC purposes to support account opening and stock transfers; assist with account opening and day-to-day portfolio administration
Support remedial actions arising from compliance monitoring or advice checks, within agreed timescales
Place trades on the firm’s dealing platform based on instructions received from Investment Managers, ensuring accurate execution and booking
Take and place non-complex execution-only client orders in line with documented procedures
Help build and grow client and intermediary relationships with professionalism and integrity; liaise with financial planners, intermediaries, product providers and IFAs as directed
Maintain and update the new business pipeline report and related systems
Prepare pitch documents and presentation materials for prospective clients, under the Investment Manager’s direction
Identify opportunities for internal referrals to other services within the wider group
Support the team in achieving targets through efficient servicing of new and existing clients
Carry out other duties reasonably requested by management

Additional Responsibilities

Work towards and maintain Fitness & Propriety standards required for Certification, including passing annual assessments
Proactively develop industry and market knowledge; complete and log relevant CPD
Identify and report potential process improvements, contributing to best-practice initiatives
Undertake ad hoc projects as directed by the Investment Manager or wider front office management
Support the development of junior colleagues within the investment management team
Support colleagues with client-facing workload while contributing to the investment process

Person Specification

Qualifications

CISI Level 3 (or equivalent) – desirable
Willingness to work towards CISI Level 4 Investment Advice Diploma (or equivalent) within an agreed timeframe – minimum requirement for Certification
Must be assessed as Fit & Proper under the Certification Regime

Systems & Process Knowledge

Proficient in Word, Excel and PowerPoint
Strong understanding of internal procedures and processes (training provided)
Working knowledge of a core wealth management dealing platform (training provided)
Exposure to market data/trading systems such as Bloomberg, Fidessa, Alpha or FactSet advantageous

Regulatory Awareness

Sound understanding of relevant regulatory and compliance requirements, escalating concerns promptly

Core Skills

Able to work unsupervised
Excellent client service skills
Strong communicator with good presentation skills
Highly organised with strong time management; able to work under pressure to deadlines
High accuracy and attention to detail
Strong interpersonal, team-working and influencing skills
Professional, flexible and proactive approach
Good understanding of appropriate boundaries around client contact

Apply Now

Refine Your Search

investment associate jobs in leith, edh

Junior Investment Associate

Customer Care Associate

Research Associate in Energy System Modelling and Market Design

Product Development and Implementation Senior Associate

Groups & Events Administrator - 20hrs/week

Customer Service Associate (Part-Time) R0198279 Dockside Edinburgh, United Kingdom Part time

Research Associate

Client Services Associate

Events Executive

Investment Accounting Project Manager - Associate

Associate, Private Credit Portfolio Analytics & Reporting, PFS - Edinburgh

Customer Service Quality Control & Performance Coach

Associate, Portfolio Analytics & Reporting, PFS

ServiceNow Business Analyst, Associate

Personal Tax Trainee Associate (School Leaver)

Billing Associate

Associate Post Transaction Consultant

Assistant Project Manager/ Project Manager (Water Sector)

Associate Project Manager

Associate Risk Manager / Project Director

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