Project associate 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
- Microsoft Excel
1d
KTP Associate in Integrating Capability-based Intelligent Automation Systems in Customer and Operations Processes
Heriot Watt University —Edinburgh
- £34,000 a year
- Full-time
- Sales
- Master's degree
- Project management
3d
Client Services Coordinator
triSaaS (Hygenisys) —Edinburgh
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
3d
Senior Analyst, Project Administration Support, Asset Pricing Team, Audit and Assurance – 12 month FTC
Deloitte —Edinburgh
- Hybrid work
- Microsoft Excel
- No experience needed
- Communication skills
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Join the Growing Cyber Security Practice at Methods
Methods Business and Digital Technology —Edinburgh
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Associate, Private Credit Portfolio Analytics & Reporting, PFS - Edinburgh
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Excel
- SQL
- Bachelor's degree
- Work from home
- Life insurance
1d
PDRA: Muslim Societies in Latin America and the Caribbean
University of Edinburgh —Edinburgh
- Full-time
- Doctoral degree
- English
- Analysis skills
- Annual leave
- Employee discount
2d
Cyber Security Data Operations Engineer - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Public speaking
- SQL
- Project management
- Work from home
KTP Associate Agentic AI Security and Privacy Research Engineer
University of Edinburgh —Edinburgh
- Full-time
- English
- University
- APIs
- Annual leave
- Employee discount
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Microsoft Office
- Bachelor's degree
- No degree
Research Associate in Nanoscale Electrodeposition for Gas Sensing
University of Edinburgh —Edinburgh
- Full-time
- Doctoral degree
- Engineering
- Laboratory experience
- Annual leave
- Employee discount
8d
Associate Project Manager - Onshore Wind
Vattenfall —Edinburgh
- Full-time
- Hybrid work
- English
- Project management
- Travel
Quick apply
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Senior Scientist / Associate Principal Scientist – Biophysics & Protein Science
Concept Life Sciences —Edinburgh
- Doctoral degree
- No degree
- Travel
- Free parking
Research Associate
University of Edinburgh —Edinburgh
- Full-time
- Hybrid work
- English
- University
- Machine learning
- Annual leave
- Employee discount
5h
Associate Director, Lead AI Architect, Security & Justice, Engineering, AI & Data, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Azure
- Doctoral degree
- Computer Science
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
Associate, Portfolio Analytics & Reporting, PFS
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Excel
- SQL
- Bachelor's degree
- Work from home
- Life insurance
1d
Retail Supervisor (38 hours / 12 Moths FTC) - Livingston
New Balance —Livingston
- Weekend availability
- Sales
- Customer service
- Basic maths
- Employee discount
- Flexible schedule

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

project associate jobs near currie, edh

Junior Investment Associate

RGH‑Global Limited
Edinburgh

Apply Now

Job details

Permanent
£30,000 - £35,000 a year
1 day 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

project associate jobs in currie, edh

Junior Investment Associate

KTP Associate in Integrating Capability-based Intelligent Automation Systems in Customer and Operations Processes

Client Services Coordinator

Senior Analyst, Project Administration Support, Asset Pricing Team, Audit and Assurance – 12 month FTC

Assistant Banking Manager, Edinburgh

Join the Growing Cyber Security Practice at Methods

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

PDRA: Muslim Societies in Latin America and the Caribbean

Cyber Security Data Operations Engineer - Associate

KTP Associate Agentic AI Security and Privacy Research Engineer

Product Development and Implementation Senior Associate

Research Associate in Nanoscale Electrodeposition for Gas Sensing

Associate Project Manager - Onshore Wind

Renewable Energy Development Advisor - Associate

Senior Scientist / Associate Principal Scientist – Biophysics & Protein Science

Research Associate

Associate Director, Lead AI Architect, Security & Justice, Engineering, AI & Data, Technology & Transformation

Assistant Project Manager/ Project Manager (Water Sector)

Associate, Portfolio Analytics & Reporting, PFS

Retail Supervisor (38 hours / 12 Moths FTC) - Livingston

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

Related Searches

Explore jobs in more locations

Purpose of the Role

Key Responsibilities

Additional Responsibilities

Person Specification

Jobseeker tools

Employer Tools

Browse

Stay Connected