Are you a numerical, analytical thinker comfortable undertaking research and producing reports? 
Would you like to build on your foundation investment experience with a fast-growing wealth management firm? 
Tanager Wealth Management is an innovative provider of financial planning and investment solutions. We seek a committed graduate-level individual with intellectual curiosity and a passion for investments to join us as an investment associate. 
Our working environment is friendly and fun, and we can offer plenty of training and support with professional exams to develop a meaningful career and the opportunity to progress into a portfolio manager role. 
About the Role 
Working in an open, cooperative, team-based environment with direct contact with the Chief Investment Officer, portfolio managers, financial advisors, clients and investment product providers, providing vital support such as preparing investment proposals, client investment planning, and tax reporting. There will be the opportunity to research products and different investment solutions, assist with producing investment research papers and have a tangible impact on how we manage money for our clients. Specific responsibilities are: 
inputting and managing data in reporting and investment management software; 
checking trades to identify potential errors; 
regulatory reporting, e.g. transaction reporting to FCA (MiFIR), KID production; 
researching UK and US investment products and monitoring model portfolios; 
creating investment plans or rebalance reports for financial advisors to present to clients; 
running and analysing periodic and ad-hoc investment performance reports for clients; 
using internal software to analyse and restructure data in response to client/advisor requests. 
Salary & Benefits 
Basic salary: to £35,000, total package £40,000 
Bonus individual performance-related as well as revenue-linke 
Access to Perkbox 
Income Protection 
Private Medical Insurance 
Workplace pension (5% contribution plus 5% employer match) 
Support for exams 
Industry body membership 
Salary sacrifice tech scheme 
Salary sacrifice cycle to work scheme 
Free access to onsite gym and swimming pool 
1 Community Day per year 
Regular team and companywide socials 
Additional Information 
Our role is intrinsically office-based because of the degree of training, colleague liaison, and client contact. 
Essential Criteria 
Experience in an investment management/wealth management environment. 
Proficiency with Excel and handling data 
Excellent written and spoken English 
Unrestricted rights to work in the UK 
Desirable Criteria 
Degrees with exposure to the gathering, processing and reporting of data 
Experience in working with investment products in financial services. 
Level 4 professional investment qualification or commitment to professional exams 
Ability to interact with internal and external stakeholders in a confident, professional and natural manner 
Attention to detail 
Ability to work on multiple tasks simultaneously 
Comfortable working in a team 
Time management and prioritisation 
Solid IT skills, including Word & Excel 
Confident learner of new software tools 
Excellent telephone manner 
Outstanding written and oral communication 
Company Information 
Tanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA. 
We specialise in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs. 
We are regulated by the US SEC and the UK FCA; all our advisors are US and UK-qualified. They have knowledge of US and UK pensions, tax-efficient investments, trusts, education, and retirement planning. 
We are growing organically due to our client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections. 
We are an equal opportunities employer. Please view our website for more information about our company and philosophy. 
Please view our website for more information about our company and philosophy. 
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