Investment Associate - Ref: RC12745

Our client, a highly regarded private investment office, is looking for a Senior Associate to join their team on a permanent basis. This is a broad role, encompassing client management and investment research.

Roles & Responsibilities

  • Managing client portfolios, assuming responsibility for execution of agreed trades, client reporting and managing client queries.

  • Work closely with the CIO in setting the investment research agenda and support him in managing priorities

  • Broad investment scope covering Equities, Credit, HF, PE, VC, manager DD & co-investments

  • Growing and monitoring the investment platform

  • There will be an expectation that in time the candidate will also support the business development effort by assisting with the creation of prospect meeting materials and participating in prospect meetings

Experience & Qualifications

  • Strong team player able to work in a small organisation that is moving at a fast pace

  • Very strong interpersonal skills

  • 3-5 years minimum experience in a relevant background (e.g. investment banking, strategy consulting, accountancy, asset management)

  • Strong academic background, up to degree level, ideally also a CFA but not essential

  • Some knowledge of multi-asset class investing / alternative investments ideally would be helpful but not essential

  • Preference for candidates with previous client facing experience in managing / dealing with complex strategies and concepts

  • Strong verbal and written communication skills

  • Proficient with MS Excel & PowerPoint

To hear more about this exciting opportunity, please contact Robert Cook 0n 020 7847 8870 or email your CV to

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.