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Job Post Details

Investment Associate - job post

Recruitment Rebellion
London EC4V 3BJ•Hybrid work
£38,000 - £42,000 a year - Permanent, Full-time

Job details

Pay

  • £38,000 - £42,000 a year

Job type

  • Permanent
  • Full-time

Location

London EC4V 3BJ•Hybrid work

Benefits

Pulled from the full job description

  • On-site gym

Full job description

Investment Associate

£38,000 – £42,000 depending on experience | Central London | Riverside office with on-site Nuffield Health gym, swimming pool and café

The role

Are you already working within wealth management, investment management or a similar financial services environment and looking to develop your career within an investment team?

Tanager Wealth Management is looking for an Investment Associate to join its growing Investment Team in the City of London. This is an exciting opportunity for a motivated and detail-oriented investment professional to work alongside experienced Investment Strategists and Portfolio Managers, gain broader exposure to investment research and model portfolios, and make a meaningful contribution in a dynamic and ambitious business.

Why this role stands out

  • Competitive salary of £38,000 – £42,000 depending on experience
  • Comprehensive benefits package
  • Fantastic riverside Central London office on the banks of the River Thames next to Southwark Bridge
  • On-site Nuffield Health gym, swimming pool and café
  • Opportunity to work closely with experienced Investment Strategists and Portfolio Managers
  • Exposure to both UK and US investment products
  • Varied role covering investment research, model portfolios, reporting and data systems
  • Opportunity to deepen your technical investment knowledge and take on greater responsibility as the business grows

What you'll be doing

You'll work as part of the Investment Team, supporting a broad range of investment research, portfolio and reporting activity. This is a varied role where you'll be involved in the day-to-day work that supports investment decisions rather than simply providing administrative support.

  • Working with Investment Strategists and Portfolio Managers to prepare investment proposals
  • Researching UK and US investment products and producing clear investment research and analysis
  • Analysing and monitoring model portfolios
  • Preparing research, tax reporting and investment documentation
  • Supporting investment-related requests from clients, advisers and colleagues
  • Managing data systems used for investment management and reporting
  • Supporting regulatory and transaction reporting
  • Using analytical and technical skills to research information, respond to requests and communicate findings clearly

What we're looking for

This role will suit someone with experience in financial services, ideally within wealth management or investments, who wants to continue developing on the investment side. You'll bring strong attention to detail, a collaborative approach and a genuine interest in building your expertise within investments and portfolio management.

  • Previous experience within financial services, ideally wealth management, investment management or a similar environment
  • A genuine interest in investments, portfolio management and financial markets
  • Strong analytical and numerical skills
  • Excellent attention to detail
  • Confidence working with data, reporting tools and systems
  • Good organisation and the ability to manage competing priorities
  • A collaborative approach and willingness to learn
  • The ability to research and analyse information and communicate findings clearly

A degree together with a Level 4 qualification is preferred, although relevant experience will also be considered.

About Tanager Wealth Management

Tanager Wealth Management is a growing wealth management business known for high standards, a collaborative approach and a commitment to developing its people. The firm provides financial planning and investment management services for transatlantic households in the UK and USA.

You'll be joining an experienced Investment Team where you'll have the opportunity to build your technical knowledge, gain exposure to a broad range of investment activity and take on more responsibility as your experience develops.

Working environment

The offices are located on the banks of the River Thames next to Southwark Bridge, offering a fantastic riverside Central London working environment with an on-site Nuffield Health gym, swimming pool and café.

Apply now

We're partnering with Recruitment Rebellion Limited to manage this process. Applications are open for up to 30 days but may close early if the right candidate is identified. Please let us know if you need any adjustments during the recruitment process.

Pay: £38,000.00-£42,000.00 per year

Work Location: Hybrid remote in London EC4V 3BJ

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