Rathbones
Associate Investment Manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Role Title: Associate Investment Manager
Division: RIM North
Location: Sheffield
Contract: Perm
About the Role
Supports the Wealth & Investment team in managing client portfolios and delivering exceptional client service. Develops advanced investment knowledge, technical skills, and commercial acumen. Plays an active role in business development, building networks, and contributing to the firm’s growth. This role builds on the foundation established as a Trainee, with increasing responsibility and autonomy, and prepares the individual for progression to Investment Manager and beyond.
What you’ll be responsible for
Client service & suitability
- Assists in managing client portfolios and lifecycle processes under supervision.
- Ensures suitability through real-time client engagement. Understands investment objectives to seek good client outcomes.
- Proactively engages with clients and intermediaries, resolving issues and enhancing client experience.
- Collaborates with Financial Planners, Portfolio Managers, and other Rathbones services to deliver holistic outcomes.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Investment skills and technical development
- Conducts investment research and contributes to team discussions.
- Assists with asset allocation, management of portfolios, and ensuring they are managed to mandate.
- Progresses awareness and knowledge of Financial Planning, helping to identify potential areas for referral.
- Improves team technological capability, being prepared to develop and share expertise.
Business Development & Growth
Team contribution and learning
- Supports development of high-quality client proposals and presentations.
- Participates in business development training and internal pitch delivery sessions.
- Actively builds internal and external networks to support referrals and commercial opportunities.
- Begins to identify and pursue new business opportunities aligned with Rathbones strategic goals.
Team Contribution & Learning
- Shares knowledge and business updates with the team.
- Participates in internal forums, research meetings, and CPD activities.
- Mentors junior team members and contributes to collaborative culture.
- Demonstrates initiative in personal development and feedback integration.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply.
Skills and knowledge
- Strong communication and interpersonal skills.
- Clear understanding and articulation of Rathbones proposition, investment process, and Research capabilities.
- Proficiency in relevant IT systems.
- Ability to explain complex concepts in simple terms.
- Awareness of regulatory environment and compliance standards.
- Client-centric and commercially aware.
- Proactive, collaborative, and accountable.
- Demonstrates integrity, attention to detail, and professionalism.
- Seeks feedback and strives for continuous improvement.
Professional experience and qualifications
- CISI Level 4 IAD with both Securities and Financial Planning and Advice papers.
- Experience in financial services, investment, or client-facing roles.
- Exposure to portfolio management, suitability reviews, and client reporting.
- Familiarity with business development activities and relationship management.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London