Investment Work, Jobs in Currie, Edh (with Salaries)

Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
8d
Client & Acquisitions Executive
Atkinsons Bullion & Coins —Edinburgh
- £32,000 - £35,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Computer skills
- Health & wellbeing programme
- Sick pay
Quick apply
2d
Financial Reporting Analyst
M&G plc —Edinburgh
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Financial services
- Annual leave
1d
Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Finance Analyst
Heineken International B.V. —Edinburgh
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- In-person
- Work from home
- Employee discount
Quick apply
6h
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Agile
- Communication skills
Associate, Financial & Prudential Reporting Accountant
BlackRock Investments —Edinburgh
- Hybrid work
- In-person
- Work from home
1d
Client Delivery Advocate - Analyst
iCapital —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Computer Science
Business Development Director - Aftermarket Services – EMEA (Remote - Europe))
Plexus —Livingston
- Remote
- Research
- Business development
- Leadership
- Annual leave
- Employee assistance programme
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Bachelor's degree
- No degree
- Organisational skills
Private Asset Specialist
HSBC Global Services Limited —Edinburgh
- Full-time
7d
Financial Reporting Accountant
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Continuous improvement
- Communication skills
- Annual leave
- Employee discount
Client Servicing Analyst
Clearwater Analytics, Ltd. —Edinburgh
- Computer literacy
- Writing skills
- Bachelor's degree
Quick apply
2d
Finance Analyst, Reward & Governance
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Analytics
- Annual leave
- Employee discount
7d
Senior Paraplanner
RGH‑Global Limited —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Advisory Consultant - Transaction Advisory
AECOM —Edinburgh
- Full-time
- Hybrid work
- Project management
- No degree
- Organisational skills
Senior Finance Business Partner - Group Executive Functions
Lloyds Banking Group —Edinburgh
- £85,493 - £100,580 a year
- Full-time
- Team management
- Organisational skills
21h
AIFM Investment Risk Manager
Standard Life —Edinburgh
- £60,600 a year
- Annual leave
3d
Portfolio Data Operations Analyst
Addepar —Edinburgh
- Financial services
- 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
8 days ago

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 jobs in currie, edh

Junior Investment Associate

Client & Acquisitions Executive

Financial Reporting Analyst

Wealth Management Administrator

Finance Analyst

Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP

Associate, Financial & Prudential Reporting Accountant

Client Delivery Advocate - Analyst

Business Development Director - Aftermarket Services – EMEA (Remote - Europe))

Client Services Associate

Product Development and Implementation Senior Associate

Private Asset Specialist

Financial Reporting Accountant

Client Servicing Analyst

Finance Analyst, Reward & Governance

Senior Paraplanner

Advisory Consultant - Transaction Advisory

Senior Finance Business Partner - Group Executive Functions

AIFM Investment Risk Manager

Portfolio Data Operations Analyst

I want to receive the latest job alerts for investment in currie, edh

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