Investment Management Associate

New Today

An exciting opportunity has arisen to join a newly launching investment management business at a pivotal stage of growth. This is a rare chance to work directly with the founder in a broad, hands‑on role with genuine visibility, autonomy and long‑term progression.

The firm will deliver Managed Portfolio Services (MPS) to established IFA partners alongside selective bespoke mandates for larger clients. They are building a high‑calibre, lean team and are looking for an intellectually curious investment professional to play a key supporting role.

The Role

You will support the end-to-end investment process, working closely with senior leadership across:

  • Investment research and fund analysis
  • Portfolio monitoring and performance review
  • Supporting MPS delivery to IFA partners
  • Preparing investment and client materials
  • Assisting with client queries and meetings where appropriate
  • Contributing to the ongoing development of the investment proposition

This is a broad position suited to someone who wants to move beyond a siloed role and gain meaningful exposure across investments within a growing business.

About You

  • Level 4 qualified (IMC, CFA, IAD or equivalent)
  • Early experience within investment research, wealth management or MPS
  • Strong interest in investments and markets
  • Self‑starter mindset with the ability to work in a lean environment
  • Strong analytical and communication skills
  • Comfortable working closely with senior stakeholders

Candidates from wealth managers, investment consultancies, boutique firms or strong investment‑focused financial planning environments will be considered.

Why This Role?

  • Rare opportunity to join at launch stage
  • High visibility working directly with the founder
  • Support to progress to Level 7 qualifications
  • Future profit‑share potential as the business scales
  • Hybrid working with a Yorkshire base

If you’re looking for a role where you can accelerate your investment career and genuinely influence a growing business, I’d be keen to speak.

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Location:
York And North Yorkshire
Salary:
£150,000 - £200,000
Job Type:
FullTime
Category:
Finance

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