Junior investment Work, Jobs in Sct (with Salaries)

Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Junior Project Manager
Beeks Group —Renfrew
- Agile
- Communication skills
Associate Process Engineer - Water Treatment
AECOM —Perth
- Full-time
- Hybrid work
- Engineering
- Mentoring
RBC Brewin Dolphin – Wealth Paraplanner
Royal Bank of Canada —Edinburgh
- Full-time
- Communication skills
Associate Civil Engineer - Water
AECOM —Inverness
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Bachelor's degree
AI Business Analyst - Glasgow/Edinburgh
Capco —Glasgow
- Full-time
- Hybrid work
- Analysis skills
- Agile
- AI
- Annual leave
- Life insurance
Quick apply
Research Engineer â€“ Geothermal Reservoir & Well Engineering
Heriot Watt University —Edinburgh
- £37,694 - £47,389 a year
- Part-time
- Hybrid work
- Doctoral degree
- Engineering
- Master's degree
- Annual leave
- Flexible schedule
Pensions Administrator
XPS Pensions Group —Perth
- Full-time
- Quality control
- Mentoring
- Employee discount
- Referral programme
6d
Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Agile
- Budgeting
- Communication skills
Senior Solution Engineer (Pre-Sales), Remote – UK
Boomi —Glasgow
- Remote
- Spanish
- Bachelor's degree
- No degree
11d
Civil Engineer - Water
Stantec —Glasgow
- Hybrid work
- Civil engineering
- Engineering
- Mentoring
- Referral programme
Technology Engineer
Amey Ltd —Motherwell
- Full-time
- Annual leave
- Flexible schedule
Quick apply
AI Lead Solutions Engineer -Forward Deployed
JPMorganChase —Glasgow
- Full-time
- Computer Science
- Master's degree
- Machine learning
Applied AIML Lead - Agentic AI & Python
JPMorganChase —Glasgow
- Full-time
- Computer Science
- Master's degree
- Machine learning
Director, Supply Chain Transformation – Consumer
Deloitte —Aberdeen
- Hybrid work
- Business development
- Analysis skills
- Mentoring
Clean Water Modeller
AECOM —Inverness
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Mentoring
Senior Manager - Investment Platforms (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —Edinburgh
- Remote
- English
- Business development
- Travel
Senior Project Planner
AECOM —Glasgow
- Full-time
- Hybrid work
- Databases
- Accounting
Test Development Engineer
Raytheon —Glenrothes
- Weekend availability
- Engineering
- Bachelor's degree
- In-person
- Sick pay
Paralegal - Portfolio Management
DAC Beachcroft —Glasgow
- Hybrid work
- Writing skills
- Communication skills
Quick apply

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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

junior investment jobs in sct

Junior Investment Associate

Junior Project Manager

Associate Process Engineer - Water Treatment

RBC Brewin Dolphin – Wealth Paraplanner

Associate Civil Engineer - Water

AI Business Analyst - Glasgow/Edinburgh

Research Engineer â€“ Geothermal Reservoir & Well Engineering

Pensions Administrator

Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation

Senior Solution Engineer (Pre-Sales), Remote – UK

Civil Engineer - Water

Technology Engineer

AI Lead Solutions Engineer -Forward Deployed

Applied AIML Lead - Agentic AI & Python

Director, Supply Chain Transformation – Consumer

Clean Water Modeller

Senior Manager - Investment Platforms (Wealth Management & Retail Investments)

Senior Project Planner

Test Development Engineer

Paralegal - Portfolio Management

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