Investment Associate

Key Responsibilities

• Provide day-to-day support across client accounts, ensuring a high level of service delivery.
• Assist with portfolio monitoring, including performance tracking and alignment with client objectives.
• Prepare materials for client meetings, reviews, and internal discussions.
• Respond to client queries and coordinate follow-ups with relevant teams where required.
• Support business development efforts through research and identification of potential opportunities.
• Maintain accurate records and documentation across systems and processes.
• Work collaboratively with colleagues across different functions to ensure consistent client outcomes.
• Stay informed on market developments and contribute to internal knowledge sharing.
• Ensure all activities are carried out in line with applicable policies, procedures, and regulatory expectations.

Experience & Skills

• Degree in finance, business, economics, or a related area.
• Ideally QFA qualified
• 1–3 years’ experience in financial services, investments, or a similar environment.
• Working towards, or interested in pursuing, a relevant professional qualification is an advantage.
• Strong organisational and communication skills, with attention to detail.
• Good working knowledge of Microsoft Office tools, particularly Excel and PowerPoint.