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Senior Investment Associate

Job description

IDEX Consulting are working with a leading Wealth Management firm who are looking for an Investment Management Associate to join their busy team within their offices in central Leeds.

The office is based in Wellington Place, a popular location with fantastic and new facilities whilst being a short walk from the train station and easy access for further public transport.

The role will work closely with a long-standing Investment Management team with duties including:

  • Produce investment proposals
  • Process trades
  • On-board new clients and oversee the administration of their accounts
  • Ensure compliance with FCA requirements

During recent years, the business has gone from strength to strength including national growth of headcount and assets under management, whilst maintaining a collective and collaborative working culture.

The business offers hybrid working (typically 3 days office based) along with a variety of benefits to help support your personal and professional development.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.