Evelyn Partners

June 29, 2023

Graduate Investment Management

32,000 (est.)


Are you ready to kickstart a rewarding career that offers variety, growth, and valuable experiences? Look no further than Evelyn Partners, where you'll find the perfect opportunities and immersive learning from day one. Join our team and embark on a structured training program that encompasses real-life challenges, client interactions, and responsibilities across diverse sectors. As an Investment Management trainee, you will be learning a well-respected profession at a firm with an unparalleled reputation. We’ll teach you how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks, and funds as you evaluate risk while constructing high-performing portfolios that exceed your clients’ expectations.


  • Assisting partners with regular portfolio reviews
  • Undertaking basic analysis of companies
  • Attending investment meetings, annual compliance briefing and internal/external seminars
  • Drafting client correspondence, e.g. valuation letters and responses to client queries
  • Setting up client trades
  • Liaising with Investment Settlement Operations and treasure departments on administrative matters, e.g. stock transfers, corporate actions


  • Qualifications: Commitment to completing the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications.
  • Academic Achievement: On track for a minimum 2:1 honours degree in any discipline.
  • A Level: Minimum of 112 UCAS points in the top three A Levels (or equivalent), excluding General Studies.
  • GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths.


  • Immersive Learning: Engage in immersive learning experiences from day one, working on real-life challenges.
  • Expert Mentorship: Learn from industry thought leaders and professionals who manage £55 billion in assets for 172,000 clients.
  • Broad Exposure: Gain experience across multiple departments, including investment settlement operations, compliance, treasury, and fund administration.
  • Professional Qualifications: Earn fully funded IAD and CISI qualifications, enhancing your credentials in the investment management field.
  • Career Progression: Enjoy accelerated career growth with early responsibilities and opportunities to make an impact.
  • Client Interaction: Develop strong client engagement skills through attending investment meetings and drafting client correspondence.
  • Support and Guidance: Access a dedicated learning and development team, providing support throughout your career journey.
  • Networking Opportunities: Build a valuable network by interacting with partners and senior staff members.

Evelyn Partners offers an exceptional opportunity to launch your career in investment management. Join us for a rewarding and immersive experience where you'll receive comprehensive training, support, and exposure to diverse sectors and clients. Gain industry-recognized qualifications while working with thought leaders and professionals committed to your growth. Take the first step towards a successful career in investment management by applying now!

Apply today and seize this exciting opportunity at Evelyn Partners. Don't miss out!

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