Investment Research Assistant

Taylor James Resourcing; City Of London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services recruitment agency is seeking a Graduate to provide Business Analyst and Research Support in a Wealth and Investment Management firm. The candidate will assist the COO and CEO in various projects, manage meetings, and ensure smooth operations within the firm. Ideal candidates should have at least 6 months of experience in the sector and possess strong communication and technical skills.

Qualifications

• Minimum of 6 months experience within an Investment Management or Financial Services firm.
• Ability to work well with people at all levels of the organization.
• Experience in an Investment Management business is an advantage.

Responsibilities

• Provide Business Analyst and Research Support to the directors.
• Assist the COO with meeting organization and documentation preparation.
• Support projects, business cases, and presentations.

Skills

Good soft skills

Time management

Proactive problem-solving

Advanced Excel

Proficiency in PowerPoint

Job description

Our client is looking for a Graduate with a minimum of 6 months experience within an Investment Management or financial Services firm to provide Business Analyst and Research Support to the directors of Wealth And Investment Management firm.

The successful candidate will 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.

Main Duties

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

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