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Careers in the Investment management

The world of investment management is open to job applicants from a wide range of backgrounds and disciplines. You can join as a school leaver, a graduate, post-graduate or with qualifications in totally different industries. The industry thrives on diversity and talent. Professionalism and competence are essential to its success and yours.

Investment management firms directly employ over 30,000 people in the UK. The number employed indirectly is considerably higher, as most firms also outsource their operations and/or other activities.

In this total, there is a wide range of job roles including:

  • Investment management, research and analysis, buying and selling, stewardship.
  • Operations and administration, transactions, settlement, financial and performance reporting
  • Business and product development
  • Client service and communications, sales and marketing.
  • Compliance, safeguarding, legal, risk management, internal audit.
  • Finance and accounting.
  • IT, systems development, data management
  • HR, people management.

For more information go “why choose investment management” on the Investment2020 website.

How to get started - Investment2020

There many opportunities to join the Investment management industry at various levels.

Many firms offer internships and graduate trainee programmes. Investment2020 is a new programme offering school leavers, recent graduates and career changers, the opportunity to work for one year in an investment management firm and potentially kick-start a rewarding career in the industry.

Firms use Investment2020 as an effective means to recruit highly motivated young people who can quickly make a difference to their business.

For more information go to the Investment2020 web page.


Qualifications are encouraged by employers in the industry and also are a regulatory requirement for many of the senior roles.

The Chartered Institute for Securities & Investment (CISI) and the CFA Society of the UK (CFA UK) are the main institutes. Some people join the industry with existing qualifications in for example, accountancy, law or IT.

The Investment Association and Investment2020 are helping firms take on more apprentices and working to develop new standards for senior roles. For more information email Training.