Investment Research Assistant

Taylor James Resourcing; London; On-site; GBP 28,000 - 30,000; Full time

Job summary

A leading financial services firm in London seeks a Client Onboarding KYC Associate. The ideal candidate will support directors through business management and research, while contributing to project management efforts and enhancing operational efficiency. This role requires a graduate with relevant experience, excellent communication skills, and proficiency in Microsoft Office tools.

Qualifications

• Graduate with a minimum of 6 months experience in Investment Management or Financial Services.
• Proficient in Microsoft Office, especially Excel and PowerPoint.
• Experience with regulatory changes and operational systems is a plus.

Responsibilities

• Support COO and CEO with documentation and meeting organization.
• Prepare presentations, strategy documents, and meeting papers.
• Maintain action lists and project logs, ensuring timely delivery.

Skills

Communication

Time Management

Proactive Problem Solving

Soft Skills

Technical Detail Communication

Education

Graduate Degree

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.

Position: Client Onboarding KYC Associate. 5 days a week in London.

Other roles include: Administration Assistant – Financial Services.

Our client is a Financial Market making company in London.

Our client is a Wealth and Asset Management firm in London.

Date: 18 Aug 2023
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £28,000 - 30,000 per annum
Email: [e-mail]
Ref: db43235

We are 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 a 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

1. Business Management/Research for the COO and CEO
2. Support the COO in investigation and resolution of BAU issues to ensure smooth operations.
3. Assist with preparation of presentations, board papers, strategy documents, and other materials.
4. Take responsibility for ongoing or ad hoc processes as required.
5. Assess new requirements and collaborate with relevant business areas to embed them into BAU.
6. Represent the COO in project meetings as needed.
7. Work with the MI team to maintain and improve operational MI/BI.
8. Prepare for meetings, liaise with contributors, and ensure timely delivery of papers and meeting packs.
9. Take minutes for some committees and ad hoc meetings.
10. Maintain action lists, project logs, and trackers, and monitor progress between meetings.

Requirements:

• Good soft skills and ability to communicate technical details effectively.
• Ability to work well with colleagues at all levels.
• Proactive approach to identifying issues and improvements.
• Excellent time management and ability to work under pressure with multiple deadlines.
• Proficiency in Microsoft Office, especially advanced Excel and PowerPoint.
• Experience in Investment Management, exposure to operational systems, processes, regulatory changes, and projects is advantageous.
• Accurate and punctual task completion.
• Maintain positive relationships and contribute positively to the work environment.
• Successfully deliver key projects and support related initiatives.
• Identify relevant BI/MI measures and develop tools accordingly.