wisdomtree-2 - Wisdomtree UK - Associate, Investment Manager

• IMC or an equivalent RQF Level 4 qualification appropriate to managing investments, held at the point of application. • Numerate degree or demonstrably equivalent analytical capability. • Professional Qualifications to work to (if not already held): CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM), the CISI Level 7 Diploma in Wealth Management (Chartered Wealth Manager) or the CFA Charter. • Minimum two years' relevant experience in multi-asset portfolio management, model portfolio management, fund research and selection, or investment implementation and operations in a UK discretionary or MPS environment. • Direct experience of the mechanics of running or supporting model portfolios: rebalancing, trade generation, platform models and reconciliation. • Advanced Excel: complex formulas, structured data handling, and the discipline to build models others can audit. • Demonstrable data manipulation capability. • Confident use of investment data and analytics platforms (for example Morningstar Direct, FE Analytics, Bloomberg, FactSet). • Practical, current use of AI tooling in a working context, with a clear view of where it adds value, where it fails, and how you validate its output. • Precision under deadline. In this role an error reaches client portfolios, so accuracy is not a preference. • Exceptional written and verbal communication skills, including being able to write clearly for adviser and end-client audiences without jargon. • Willing to state a view in front of an Investment Committee and defend it — and to change it when the evidence moves. • Comfortable improving a process rather than inheriting one. • Strong organisational skills with the ability to manage multiple priorities and workstreams simultaneously. • Experience across multiple adviser platforms (for example abrdn / Standard Life, Aviva, Quilter, Transact, AJ Bell, Fidelity Adviser Solutions, Nucleus, M&G Wealth). • Exposure to Consumer Duty fair value assessment work or MPS due diligence processes.