Investment Assistant (932)

Ref: 932


Our client, a highly regarded Wealth Management firm, is looking to recruit an Investment Assistant to join their team in Bristol on a full-time, permanent basis. Your role will be centered around supporting both the firm’s Investment Analysts and Investment Managers. Ideally, you will have passed an IOC or IAD exam or be willing to work towards one.

What will you be doing as an Investment Assistant?

  • Supporting the Investment Team in all client facing situations.
  • Providing performance and other data to both internal departments and external providers in an accurate and timely manner.
  • Adapting and updating Excel spreadsheets and other reporting systems.
  • Communicating with Back Office Operations in regard to administrative issues.
  • Preparing IM investment process and team meeting documentation.
  • Supporting IMs on Research related issues and helping with the administration of summary spreadsheets.
  • Creating client reports for both existing and prospective clients and advisers.

Skills/Qualifications of an Investment Assistant:

  • Ideally, you will have passed an IOC or IAD exam or be willing to work towards one.
  • A strong interest in Financial Markets would be advantageous.
  • You will be an excellent communicator, who thrives when working in a small team.
  • You will use your initiative well and be capable of working under pressure and meeting deadlines with ease.
  • You will be proficient in your use of Microsoft Programmes such as Excel, Word and Outlook.
  • You will have an aptitude for learning and be willing to expand and develop your role where required.

The Benefits:

  • Opportunities for training and development
  • Team away days
  • Performance Bonus
  • Company Pension Scheme
  • Private Medical Insurance
  • Cycle to Work Scheme

Ref: 8694

Recruitment Consultant: Joanne Howell


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