Investment Business Research Assistant

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

Job summary

A Financial Services Firm is seeking a Graduate to support the COO and CEO with Business Management and Research Support. The role requires at least 12 months of experience in Investment Management and involves tasks such as preparing presentations, resolving operational issues, and managing various activities that ensure the smooth operation of the firm. This position is based in Greater London with a salary range of £28,000 to £32,000.

Qualifications

• Graduate with a Degree in Accounting.
• Minimum of 12 months experience in Investment Management or financial services.
• Experience with operational systems and regulatory change is a plus.

Responsibilities

• Support the COO in investigation and resolution of issues.
• Assist with preparation of presentations and board papers.
• Maintain action lists and ensure progress between meetings.

Skills

Good soft skills

Proactive problem-solving

Time management

Advanced Excel

Proficiency in PowerPoint

Education

Graduate degree in Accounting

Tools

Microsoft Office

Job description

Our client is looking for a Senior Credit Controller.

Reinsurance Accounting Technician to £50,000This

We are looking for a Graduate with a Degree in Accounting,

Our client is a Global Financial Markets Trading Company,

Our client is a small Exchange based Trading and Broking

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

Job Overview

We are looking for a Graduate with a minimum of 12 months experience within an Investent 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 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.

Responsibilities

• 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.
• For some committees, and all ad hoc meetings, take minutes.
• Maintain action lists, project logs and trackers, and ensure progress between meetings.

Requirements

• Good soft skills as well as an 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 KPI’s.
• 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.