Investment Business Research Assistant

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

Job summary

A prestigious Wealth and Investment Management firm in London is seeking a KYC Associate to support the COO and CEO. The ideal candidate will have at least 12 months experience in Investment Management or Financial Services, and strong skills in communication, time management, and Microsoft Office. Responsibilities include meeting organization, project support, and maintaining action lists. This is a permanent position offering a salary of £28,000 - £32,000 per annum.

Qualifications

• Minimum of 12 months experience within an Investment Management or Financial Services firm.
• Experience with operational systems, processes, regulatory changes, and projects is advantageous.

Responsibilities

• Support the COO with meeting organization and documentation preparation.
• Assist COO and CEO with projects, business cases, and presentations.
• Manage ongoing processes and collaborate with relevant business areas.

Skills

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 under pressure with multiple deadlines

Proficient in Microsoft Office, especially advanced Excel and PowerPoint

Job description

Overview

Date: 25 Apr 2023

Sector: FINANCIAL MARKETS

Type: Permanent

Location: London

Salary: £28000 - 32000 per annum

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.

Role Description

Client Onboarding KYC Associate. 5 days a week in

Administration Assistant - Financial Services

Our client is a Global Financial Broking firm in London. Our client is a Financial Market making company in London. Our client is a Wealth and Asset Management firm in London.

Note: The core opportunity focuses on supporting the COO and CEO with business management, research, and project delivery within a Wealth and Asset Management context.

Responsibilities

• 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.
• Business Management/Research for the COO and CEO.
• Assist with 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.