Investment Research Assistant

Quick Registration: First Name , Last Name , e-mail , Phone , Sector Location

Our client is a Global Financial Broking firm in London.

Position: Client Onboarding KYC Associate. 5 days a week in London.

Other roles include: Administration Assistant - Financial Services.

Our client is a Financial Market making company in London.

Our client is a Wealth and Asset Management firm in London.

Date: 18 Aug 2023
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £28,000 - 30,000 per annum
Email:
Ref: db43235

We are looking for a Graduate with a minimum of 6 months experience within an Investment Management or Financial Services firm to provide Business Analyst and Research Support to the directors of a Wealth and Investment Management firm.

Work closely with the COO to support the smooth running of the firm, including meeting organization, documentation preparation, and following up on day-to-day issues and projects with department heads and others across the firm. Provide additional support to the COO and CEO for projects, business cases, and presentations.

1. Business Management/Research for the COO and CEO
2. Support the COO in investigation and resolution of BAU issues to ensure smooth operations.
3. Assist with preparation of presentations, board papers, strategy documents, and other materials.
4. Take responsibility for ongoing or ad hoc processes as required.
5. Assess new requirements and collaborate with relevant business areas to embed them into BAU.
6. Represent the COO in project meetings as needed.
7. Work with the MI team to maintain and improve operational MI/BI.
8. Prepare for meetings, liaise with contributors, and ensure timely delivery of papers and meeting packs.
9. Take minutes for some committees and ad hoc meetings.
10. Maintain action lists, project logs, and trackers, and monitor progress between meetings.

Requirements:

• Good soft skills and ability to communicate technical details effectively.
• Ability to work well with colleagues at all levels.
• Proactive approach to identifying issues and improvements.
• Excellent time management and ability to work under pressure with multiple deadlines.
• Proficiency in Microsoft Office, especially advanced Excel and PowerPoint.
• Experience in Investment Management, exposure to operational systems, processes, regulatory changes, and projects is advantageous.
• Accurate and punctual task completion.
• Maintain positive relationships and contribute positively to the work environment.
• Successfully deliver key projects and support related initiatives.
• Identify relevant BI/MI measures and develop tools accordingly.