Investment Business Research Assistant

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

Our client is a Global Financial Broking firm in London.

Client Onboarding KYC Associate. 5 days a week in

Administration Assistant - Financial Services

Our client is a Financial Market making company in

Our client is a Wealth and Asset Management firm in

Date: 25 Apr 2023
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £28000 - 32000 per annum
Email:
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We are looking for a Graduate with a minimum of 12 months experience within an Investment Management or Financial Services firm to provide Business Management and Research Support to the COO and CEO of a prestigious UK 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.

Main Duties

Business Management/Research for the COO and CEO

- Support the COO in investigation and resolution of BAU issues to ensure smooth operations.
- Assist with preparation of presentations, board papers, strategy documents, and other materials.
- Manage ongoing or ad hoc processes as required.
- Assess new requirements and collaborate with relevant business areas to embed into BAU.
- Represent the COO in project meetings as needed.
- Work with the MI team to maintain and improve operational MI/BI.
- Prepare meeting materials and liaise with contributors for timely paper and pack preparation.
- Take minutes for some committees and ad hoc meetings.
- Maintain action lists, project logs, and trackers, ensuring progress between meetings.

Skills and Qualifications

- Good soft skills and ability to communicate technical details effectively.
- Ability to work well with all levels of the organization.
- Proactive attitude in identifying issues and areas for improvement.
- Good time management and ability to work under pressure with multiple deadlines.
- Proficient in Microsoft Office, especially advanced Excel and PowerPoint.
- Experience in Investment Management, with exposure to operational systems, processes, regulatory changes, and projects, is advantageous.
- Accurate and punctual in task completion.
- Maintain positive relationships and a positive work environment.
- Successful delivery of key projects and support.
- Ability to identify relevant BI/MI measures and develop related tools.