Job Description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.


Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

What will you be doing?

We're seeking a talented individual to join our Portfolio Management team in London, delivering the firm's asset allocation views in a client tailored way to a large and varied group of clients. Working within the Scottish Portfolio Management team to deliver an excellent level of service to the region's Investment Managers and the clients of the firm. You will have hi-exposure and work in partnership with the Investment Managers within the region.

As Associate Portfolio Management, your responsibilities will include among others:-

The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction To input into the Scottish Portfolio Management team's investment process and investment selection for target portfolios To work in partnership with the Investment Managers within the region to increase their confidence in the team and as a result increase the funds under management of the team

Qualifications

Skills & Experience

To be successful in this role, you should:-

Possess a confident, professional and pragmatic approach to all duties Excellent written, verbal and interpersonal skills and IT literate Ability to work within a team Positive/flexible attitude and a willingness to learn Initiative - use judgement and reasoning in order to propose solutions to problems A quick thinker who can adapt to changing work demands Attention to detail

Professional Qualifications and Education

CISI Level 4 qualification and completed or working towards a level 7 qualification Experience and knowledge of investments and the management of client portfolios

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.


We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.