Assistant Associate

Core-Asset Consulting Ltd; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial consultancy based in London is seeking an analytical professional to join their team. This role involves assisting in data analysis, report production, and supporting directors during client meetings. Ideal candidates will have strong analytical and communication skills, along with a degree and a keen interest in the finance and pensions sectors. Competitive salary and benefits offered, with opportunities for professional growth including support for IMC and CFA qualifications.

Benefits

Highly competitive salary

Wider benefits package

Qualifications

• 1-3 years of relevant work experience preferred.
• Interest in finance and investment/pensions industry is essential.
• Proactive team player capable of individual effort impacting the business.

Responsibilities

• Assist directors with information gathering and analysis for reports.
• Issue due diligence questionnaires and extract relevant information.
• Prepare discussion documents and board papers for meetings.
• Develop marketing materials including presentations and communications.

Skills

Analytical skills

MS Excel proficiency

Verbal communication

Written communication

Planning and organisation skills

Education

Good degree in any subject

Job description

Job Description

Do you have strong analytical skills and commercial acumen? We have a permanent opportunity available for someone to join an award winning and well-regarded organisation based in London. The firm provides professional pensions trusteeship and governance services and this is an excellent opportunity for someone who is keen to develop their career within the financial sector.

In this role you will be assisting in the gathering of information, analysis and production of reports whilst also supporting a Director in actively representing the business during client meetings.

We are keen to speak to driven and proactive individuals who have commercial acumen, strong analytical skills (including proficiency in MS Excel) as well as excellent verbal and written communication skills. You will be passionate about 'doing the right thing' and have an interest in the pensions world. This role will offer you the opportunity to meet with some of the most influential players in the investment industry.

The firm will support the successful candidate through the IMC and CFA further down the line if they wish to pursue this.

Qualifications & Experience

• Candidates should have a good degree in any subject and evidence of mathematical competence at either higher or standard grade or equivalent.
• The candidate should have 1(or less)-3 years' relevant work experience not necessarily in a financial services related (but relevant) role.
• Proactive with ability and desire to work as part of a small company where individual effort affects the outcome of the business.
• Interest in the finance and investment / pensions industry.
• Strong written and verbal communication skills.
• Strong planning and organisation skills.
• Ability to produce reports / analysis to a high standard

Core Responsibilities

• Assisting Directors in the gathering of information, analysis and production of research reports
• Issuing due diligence questionnaires and related documents
• Extracting relevant information and analysis of data and production of charts etc. for inclusion in reports
• Production of discussion documents and board papers for Trustee Board undertaking the search
• Issuing information requests to fiduciary managers or investment consultants and pension executives and logging responses
• Assisting in the production and development of marketing material including communications, presentations, blogs and press releases
• Accompanying Directors to meetings with a range of senior leaders in the investment industry.

Benefits

• A highly competitive salary
• Wider Benefits package

EEO Statement

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job Reference

Job reference: 16215

Application Requirements

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.