Investment Associate

Our client is a multi-award-winning company based in the heart of Bath, and we’re excited to be recruiting for an Investment Associate to join their team!

You will take part in a rotational development program, gaining exposure to key departments, building cross-functional knowledge, and developing your skills. You’ll complete at least 4 rotations across key departments, each lasting a minimum of 6 months. You’ll receive opportunities to work on high-impact projects and exposure to strategic initiatives.

You’ll gain:

  • Cross-functional exposure to core investment platform business areas
  • Mentorship and coaching from senior leaders
  • Professional development through tailored learning experiences
  • Strategic insight into customer operations, governance, and business transformation
  • A pathway to long-term career growth in the wealth management sector

You’ll need:

  • 2-3 years of professional experience, ideally in financial services
  • A self-motivated, proactive, and resilient attitude
  • Motivation to build a long-term career in financial services
  • Strong communication and collaboration skills

Don’t miss out on this fantastic opportunity to develop your skills and experience in financial services!