Investment Business Research Assistant

Taylor James Resourcing; City Of London; On-site; GBP 28,000 - 32,000; Full time

Job summary

A leading recruitment agency seeks a Graduate to provide Business Management and Research Support to the COO and CEO of a prestigious UK Wealth and Investment Management firm. The role requires strong soft skills, time management, and proficiency in Microsoft Office. Ideal candidates will have at least 12 months' experience in Investment Management or financial services and be proactive in identifying and resolving issues.

Qualifications

• Minimum of 12 months experience in Investment Management or financial services.
• Ability to communicate technical details effectively.
• Punctual and accurate task completion.

Responsibilities

• Support COO in meeting organization and documentation preparation.
• Assist with business cases and presentations.
• Help resolve BAU issues for smooth operations.
• Maintain action lists and project logs.

Skills

Good soft skills

Proactive in identifying issues

Good time management

Skilled in Microsoft Office

Experience in Investment Management

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Date: 25 Apr 2023
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £28000 - 32000 per annum
Email: [e-mail]
Ref: db48613235

Job Description

Our client is 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.

Responsibilities

• Work closely with the COO to support the smooth running of the firm, including meeting organization, documentation preparation and following up 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.
• On a day‑to‑day basis, support the COO in investigation and resolution of BAU issues to help ensure the smooth running of the firm.
• Assist with preparation of presentations, board papers, strategy documents and other papers.
• Take on direct responsibility for other on‑going or ad‑hoc processes as required.
• As necessary, assess new requirements and work with the appropriate business area(s) to embed into BAU.
• Represent the COO in project meetings as required.
• Work with the MI team to maintain and improve operational MI/BI over time.
• Meeting preparation: liaise with contributors to ensure papers are provided and meeting packs are prepared on a timely basis.
• Take minutes for some committees, and all ad‑hoc meetings.
• Maintain action lists, project logs and trackers, and ensure progress between meetings.

Qualifications & Skills

• Good soft skills and ability to understand and communicate technical details.
• Must be able to work well with people at all levels of the organisation.
• Proactive in identifying issues and areas requiring improvement, and ensuring resolution.
• Good time management, and ability to work under pressure, managing multiple tasks with competing deadlines.
• Skilled in using Microsoft Office products, in particular advanced Excel and proficiency in PowerPoint.
• Experience in an Investment Management business, with some exposure to operational systems and processes, regulatory change, and projects would be an advantage.
• Accurate and punctual completion of tasks.
• Maintain a positive relationship with colleagues.
• Positive cultural impact on working environment.
• Successful delivery of key projects / project support.
• Successful identification of relevant BI/MI measures and delivery of associated tools.