Graduate Investment Manager

About Us.
We are positioned at the forefront of the investment management industry, uniting forward-thinking innovation with a distinguished heritage. Our firm has earned a reputation as a leading institution, delivering tailored investment strategies to a broad global clientele, from private individuals to large institutional investors. Built on the principles of integrity, excellence, and a client-first philosophy, we excel at navigating complex financial markets, generating strong returns while maintaining disciplined risk management.
Our team includes some of the most respected professionals in the field, drawing on deep expertise across finance, economics, and quantitative analysis. This breadth of knowledge is our greatest strength, allowing us to uncover and capitalise on opportunities across equities, fixed income, real estate, and alternative asset classes.
As a global organisation, we maintain a strong international footprint, with key offices in London, New York, Singapore and Dubai. This global reach sharpens our market perspective and enriches our approach through diverse cultural insights. Our Dubai office serves as a central hub for our Middle Eastern operations, offering invaluable access to one of the world’s most dynamic economic regions and enabling us to provide continuous support to our clients.
Innovation drives everything we do. We remain committed to adopting cutting-edge technologies and advanced investment methodologies, ensuring we continue to evolve with the financial landscape and meet our clients’ needs with agility and precision.
We are equally committed to developing future talent. We offer a dynamic, challenging, and supportive environment that encourages both personal and professional growth. Our dedication to excellence, paired with an inclusive culture, makes our firm an exceptional place to begin or elevate your career in investment management.

Role Overview.
This graduate-level role has a strong emphasis on both analysis and client engagement. From the outset, you will support senior investment managers in client meetings, portfolio reviews, and the creation of tailored investment proposals.
You will work with various asset classes, wealth strategies, and long-term financial objectives ranging from private client wealth planning to corporate investment solutions.
The role is structured to accelerate your development, blending technical training with practical advisory exposure. Graduates who perform well typically progress to Associate Investment Manager in 24 months.

Key Responsibilities:
• Assist senior investment managers in developing and presenting customised investment recommendations.
• Analyse client portfolios, track performance, and prepare advisory reports.
• Conduct market research across asset classes, investment products, and economic indicators.
• Ensure all advisory activities comply with FCA regulations and RDR Retail Distribution Review requirements.
• Prepare documentation and materials for client review meetings, attend sessions, and support follow-up actions.
• Build strong technical and interpersonal skills required to manage long-term client relationships.

About You.
Essential Requirements:
• Degree in Finance, Economics, Business, or a related discipline.
• Excellent communication and presentation skills.
• Strong interest in wealth management, financial advisory, and long-term investment planning.
• Strong analytical and quantitative skills.
• Must meet RDR Retail Distribution Review qualification requirements or be actively working toward an RDR-compliant accreditation.
• Confident, driven and able to work effectively with colleagues and clients.

Desirable Extras:
• Internship in or exposure to investment management, private banking, or advisory environments.
• Familiarity with Bloomberg terminals and/or Bloomberg Market Concepts certification.
• Interest in completing the CFA qualification or similar professional pathways.

What We Offer:
• Full sponsorship for the CFA qualification.
• Comprehensive graduate training focused on advisory processes and investment planning, designed to provide you with the necessary skills to succeed in investment management.
• Competitive compensation package, including a generous benefits scheme.
• Dedicated study time and progression support for relevant qualifications.
• Clear career path to Associate Investment Manager in 24 months.
• 25 days annual leave plus bank holidays.
• Visa sponsorship available for eligible candidates.
• Modern Central London office with excellent access to financial institutions and client networks.

How to Apply.
If you are motivated, client-focused, and ready to begin your career as a Graduate Investment Manager, please submit the following:
• Your CV showcasing academic experience and any exposure to investment, advisory, or analytical work.
• A short cover letter outlining your interest in wealth management, your motivation for this advisory role, and how you plan to contribute to long-term client relationships.