Junior Investment Associate

Location: Edinburgh (hybrid working available after probation)

Salary: £30,000-£35,000

Junior Investment Associate - Client Dealing Department 

Purpose of the Role

This role provides investment management support to Investment Managers and the wider portfolio team, helping to deliver strong client outcomes. Working efficiently within a compliance-led framework, acting honestly, fairly and professionally in the best interests of clients at all times.

Key Responsibilities

• Work alongside an Investment Manager to support client relationships, delivering excellent service and adapting approach appropriately for clients in vulnerable circumstances
• Draft client communications and meeting notes on behalf of the Investment Manager
• Prepare portfolio information and performance data ahead of client meetings and presentations
• Ensure client va...