ReQuire Consultancy is partnering with a growing and highly respected private investment management firm to recruit a Junior Investment Manager for their SW15 based office. This is an exceptional opportunity for an ambitious and commercially minded investment professional looking to build a long-term career within discretionary wealth management.
The successful candidate will join a collaborative and high-performing investment team, gaining exposure across portfolio management, trading, investment research, and client relationships. This role is designed as a clear pathway towards becoming a fully-fledged Investment Manager within a dynamic and expanding private firm.
This position would suit someone who is analytically strong, commercially aware, and eager to develop both their technical investment expertise and client-facing capabilities within a supportive environment.
The Opportunity
Working closely with senior investment professionals, you will support the discretionary investment management function while developing your expertise across markets, portfolio construction, trading activity, and investment strategy.
You will gain hands-on exposure to:
Portfolio management and discretionary investment processes
Market and macroeconomic research
Trading support and execution monitoring
Client portfolio reviews and investment reporting
Investment committee preparation and analysis
Asset allocation and security selection
Adviser and client relationship management
Investment communications and commentary
As your experience develops, you will increasingly contribute to client meetings, investment discussions, and strategic decision-making.
Key Responsibilities
Investment & Trading Support
Support the investment team with portfolio management and trading activity
Monitor market developments, economic data, and investment trends
Assist with trade implementation, execution monitoring, and portfolio adjustments
Help identify investment opportunities and risks across asset classes
Support discretionary model portfolio management
Assist with investment committee preparation and reporting
Conduct investment research and analysis across equities, funds, and alternative assets
Client & Adviser Support
Assist in preparing investment proposals and portfolio reviews
Develop strong relationships with advisers and clients
Support responses to investment-related queries
Contribute to client communications and market commentary
Gradually build confidence in presenting investment views internally and externally
Research & Strategy
Monitor macroeconomic and market developments
Support ongoing fund and equity research
Participate in investment strategy discussions
Contribute ideas and insights to the wider investment team
Compliance & Professional Standards
Ensure adherence to FCA and internal compliance standards
Maintain strong awareness of MiFID II and investment regulations
Work towards further professional qualifications and long-term Chartered status
What We’re Looking For
CISI Level 4 qualified (mandatory)
Strong interest in investment markets and portfolio management
Some experience within trading, investments, or wealth management
Excellent analytical and communication skills
Strong attention to detail and commercial awareness
Confident working within a fast-paced, collaborative environment
Ambition to progress into a fully qualified Investment Manager role
Why Should I Apply?
A genuine long-term career pathway into Investment Management
Exposure to experienced investment professionals and decision-makers
Hybrid working environment in Putney
Opportunity to join a growing private investment firm during an exciting phase of expansion
Strong team culture with excellent development opportunities
Client-facing exposure from an early stage
To discuss the opportunity confidentially, please contact Liam McConnell today | 01722 741840