Investment Research Assistant

Our client is looking for a Senior Credit Controller Reinsurance Accounting Technician to £50,000. Our client is a Global Financial Markets Trading Company, a small Exchange based Trading and Broking firm.

Date: 18 Aug 2023
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £28000 - 30000 per annum
Email:
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 Wealth And Investment Management firm.

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

• 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.