Associate project manager Work, Jobs in Pathhead, Fif (with Salaries)

Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2d
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
Associate Risk Manager / Project Director
AECOM —Edinburgh
- Full-time
- Hybrid work
- Project management
- Bachelor's degree
- Team management
Learning Manager
Amazon UK Services Ltd. —Dunfermline
- Full-time
- Project management
- Bachelor's degree
- Psychology
Senior Manager-Associate Director, Cyber Incident Response Advisory and Incident Management, Recovery and Resilience
Deloitte —Edinburgh
- Hybrid work
- Management
- Business development
- No degree
Associate Business Analyst
Royal Bank of Canada —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13h
Associate Project Manager – Civil Infrastructure & Utilities
WSP —West Lothian
- Part-time
- Hybrid work
- PMP
- Communication skills
- Flexitime
- Work from home
Audit Senior Associate
Saffery —Edinburgh
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Organisational skills
- Profit sharing
- Annual leave
Associate, Private Credit Portfolio Analytics & Reporting, PFS - Edinburgh
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Excel
- SQL
- Bachelor's degree
- Work from home
- Life insurance
2d
Associate Director Climate Resilience and Adaptation
AECOM —Edinburgh
- Full-time
- Hybrid work
12d
Associate Director, Civil Engineer - Water Infrastructure
AECOM —Edinburgh
- Full-time
- Hybrid work
- Management
- Engineering
- Master's degree
Senior Project Manager - Water Sector
AECOM —Edinburgh
- Full-time
- Hybrid work
- Management
- Engineering
- Project management
Associate, Portfolio Analytics & Reporting, PFS
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Excel
- SQL
- Bachelor's degree
- Work from home
- Life insurance
2d
Associate Hydrologist
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Bachelor's degree
Associate Process Engineer - Water Treatment
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
Aladdin Accounting Implementations, Associate/Vice President
BlackRock Investments —Edinburgh
- Hybrid work
- SQL
- Travel
- Accounting
- Work from home
Landscape Architecture Studio Lead, Edinburgh
AtkinsRéalis —Edinburgh
- Full-time
- Hybrid work
- Management
- Business development
- Team management
Associate Director- BIM Manager- Birmingham, Belfast, Edinburgh, Glasgow, Leeds, Manchester, Newcastle
Turner & Townsend —Edinburgh
- Full-time
- Presentation skills
- Communication skills
Quick apply
8d
Principal/Associate River Engineer
AECOM —Edinburgh
- Full-time
- Hybrid work
- Project management
- Leadership
- Communication skills

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Junior Investment Associate

RGH‑Global Limited
Edinburgh

Apply Now

Job details

Permanent
£30,000 - £35,000 a year
2 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Bloomberg
Presentation skills
Communication skills
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

associate project manager jobs in pathhead, fif

Junior Investment Associate

Assistant Banking Manager, Edinburgh

Assistant Project Manager/ Project Manager (Water Sector)

Associate Risk Manager / Project Director

Learning Manager

Senior Manager-Associate Director, Cyber Incident Response Advisory and Incident Management, Recovery and Resilience

Associate Business Analyst

Associate Project Manager – Civil Infrastructure & Utilities

Audit Senior Associate

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

Associate Director Climate Resilience and Adaptation

Associate Director, Civil Engineer - Water Infrastructure

Senior Project Manager - Water Sector

Associate, Portfolio Analytics & Reporting, PFS

Associate Hydrologist

Associate Process Engineer - Water Treatment

Aladdin Accounting Implementations, Associate/Vice President

Landscape Architecture Studio Lead, Edinburgh

Associate Director- BIM Manager- Birmingham, Belfast, Edinburgh, Glasgow, Leeds, Manchester, Newcastle

Principal/Associate River Engineer

I want to receive the latest job alerts for associate project manager in pathhead, fif

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