Associate Director Investment Specialist

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

We’re seeking a talented Associate Director - Investment Specialist to join our Asset Management team in London, you will be supporting AUM growth across Evelyn Partners most important strategic channels including public, potential, and existing clients & 3rd party Financial Planners and Investment Managers.

The Financial Services division comprises the advisory and investment management services. Central to the division’s activities is the creation and oversight of its investment process which includes asset allocation and investment selection. Evelyn Partners’ investment methodology has been continually refined over a long period of time to cater for our clients’ broad range of circumstances and requirements. As long-term stewards, the sustainability of the investments that make up our client portfolios has always been an important consideration. Our belief is that a collegiate approach to investment decision-making results in the best client outcomes. This includes three key components: -

• A fully integrated research function: the individuals who have responsibility for investment recommendations also provide investment and relationship management

• Central Strategy Team which provides macro and quantitative inputs and plays the leading role in drawing together the different elements of investment recommendations

• A management structure where oversight of the process is led by experienced and practicing Investment Managers from across the business. One of the key drivers of consistent investment returns is the application of a structured macro-economic view to asset allocations of all our clients’ investment portfolios.

As the Associate Director - Investment Specialist your responsibilities will include among others

Central investment propositions:

• Support in positioning Evelyn Partners as a leading capability by developing and devising regular ‘client friendly’ written presentations and commentary representing the investment process.
• Communicate relevant output and decision making from internal investment forums in a timely manner.

Product positioning

• Maintain a solid understanding of competitive positioning.
• Provide regular feedback to the Director Investment Specialist on key competitors and trends.

Business Development

• Provide topical market and strategy updates to the Director Investment Specialist on a regular basis.
• Liaise with the Business Development team to build and develop a business strategy to identify market opportunities to best position Evelyn partners against competitors.

Communication and Marketing

• Attend client meetings, seminars, and webinars, as requested, to represent and discuss the investment process, and product positioning.

To be successful in this role, you should

• Formal qualification such as the CFA a plus
• Market and investment knowledge and how this pertains to portfolio construction, and multi asset portfolios.
• Experienced presenter across multiple mediums and client types
• Solid people skills and experience managing multiple stakeholders.
• Ability to drive development of collateral and produce PowerPoint presentations.
• Prior experience using and interpreting data from any of Morningstar, Refinitiv and Trustnet

Key Competencies

• Communication - conveying information clearly and concisely to groups or individuals either verbally or in writing to ensure they understand the information and message
•  Influencing - exhibits influencing skills and the ability to convince and persuade others
• Customer focus - building long term relationships in order to improve service standards
• Collaboration – engaging proactively with colleagues across the Group in a positive open style
• Culture - demonstrating adherence to the Group’s core values

Regulatory conduct

• Comply with and promote adherence to the two tiers of Conduct Rules set out in the regulatory Code of Conduct Sourcebook, and any future changes thereto.

Additional information

As a colleague here at Evelyn Partners you will have access to benefits that include

• Competitive salary

• Private medical insurance

• Life assurance

• Pension contribution

• Hybrid working model (role dependent)

• Generous holiday package

• Option to purchase additional holiday

• Shared parental leave

• Fully funded training towards professional qualifications

• Cycle to work scheme

• Season ticket loan

• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.