Investment Business Research Assistant

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

Job summary

A leading Global Financial Broking firm in London seeks a Graduate for Business Management and Research Support. This permanent role involves assisting the COO and CEO with day-to-day operations and project management. The candidate should have a proactive approach, excellent communication skills, and experience in Financial Services to excel in a fast-paced environment.

Qualifications

• Graduate with 12 months experience in Investment Management or Financial Services.
• Proficient in Microsoft Office, especially Excel and PowerPoint.

Responsibilities

• Support COO and CEO in business management and research.
• Prepare presentations and meeting materials.
• Take meeting minutes and maintain action lists.

Skills

Communication

Time Management

Proactive Attitude

Positive Relationships

Education

Graduate with minimum 12 months experience

Tools

Microsoft Office

Advanced Excel

PowerPoint

Job description

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: [e-mail]
Ref: db48613235

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.