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Looking to start a career that’s wide-ranging, varied and rewarding? Find the right opportunities and experience for you at Evelyn Partners. We believe that the best learning experiences are immersive from Day One.
Think client meetings, tackling real-life challenges, responsibility, and exciting work across a wide range of sectors, on a structured training programme.
Of course, we won’t throw you in at the deep end – you’ll get all the support and supervision you need. As part of the UK’s leading integrated wealth management and professional services group, you will learn from some of the industry’s thought leaders. Together, our experts manage around £55 billion of assets for 172,000 clients – and growing.
Individuals, family trusts, professional intermediaries, charities, businesses: we’re dedicated to supporting them all, through the power of good advice.
Investment Management
Our Investment Management teams work with private individuals, charities, and institutions to help achieve their financial aspirations. As an Investment Management Associate, we’ll teach you how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks, and funds as you evaluate risk while constructing high-performing portfolios that exceed your clients’ expectations.
Whether it's assisting partners with regular portfolio reviews, undertaking basic analysis of companies, or drafting client correspondence, e.g. valuation letters and responses to client queries, you'll become a well-rounded trusted business adviser. Not only this, but you'll have the chance to study and undertake a professional qualification i.e. the IAD and CWM.
What do you need?
We look for candidates who are keen to make a difference. You'll need the following:
- Graduating in 2023 or before, with a minimum 2:1 degree
- Committed to completing further professional qualifications
- A Level: Minimum 112 UCAS points in top 3 A levels excluding General Studies (or equivalent)
- GCSE: Minimum Grade 5 in English Language and Maths (or equivalent)
Please note, places are filled on a rolling basis. Apply early to avoid disappointment.
