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- Tasks: Assist fund managers with trades, cash flows, and investment reports.
- Company: Join a dynamic family office managing diverse global assets.
- Benefits: Enjoy a collaborative team environment with growth opportunities.
- Why this job: Gain hands-on experience in investment management and enhance your analytical skills.
- Qualifications: Degree educated with 4-6 years in investment management; strong Excel skills required.
- Other info: Mason Blake values diversity and encourages all to apply.
The predicted salary is between 36000 - 60000 £ per year.
A single family office managing assets across a wide range of geographies and strategies is looking for a talented individual for a Fund Managers’ Assistant position. This is a broad generalist role within a small, collegial team, offering broad exposure and growth opportunities across the full range of operational and investment functions.
The main responsibilities of the role will include:
- Calculate and implement trades on behalf of the fund manager
- Monitor daily cash flows and margin movements
- Oversee and co-ordinate trade execution and settlement
- Produce investment reports on a daily, weekly, monthly, quarterly, and annual basis
Candidate Profile:
- 4-6 years relevant investment management experience
- Degree educated
- Enthusiastic and hands-on approach
- Strong grasp of Excel
- Good analytical and quantitative skills
Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.
Fund Managers Assistant - Family Office employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund Managers Assistant - Family Office
✨Tip Number 1
Familiarise yourself with the specific investment strategies and asset classes that the family office focuses on. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Brush up on your Excel skills, particularly in areas like financial modelling and data analysis. Being able to demonstrate advanced Excel capabilities can set you apart from other candidates and show that you're ready for the analytical demands of the role.
✨Tip Number 3
Network with professionals in the investment management field, especially those who work in family offices. Attend industry events or join relevant online forums to build connections that could lead to valuable insights or referrals.
✨Tip Number 4
Prepare to discuss your previous experience in investment management in detail. Be ready to share specific examples of how you've contributed to trade execution, cash flow monitoring, or report production, as these are key responsibilities of the role.
We think you need these skills to ace Fund Managers Assistant - Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant investment management experience. Focus on your analytical skills and any specific achievements in previous roles that relate to the responsibilities of a Fund Managers' Assistant.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the family office environment. Mention your hands-on approach and how your background aligns with the job requirements, particularly your experience with trade execution and cash flow monitoring.
Highlight Technical Skills: Since a strong grasp of Excel is essential, be sure to mention any advanced Excel skills you possess. Include examples of how you've used Excel in previous roles to analyse data or produce reports.
Showcase Teamwork and Communication: As this role is within a small, collegial team, emphasise your ability to work collaboratively. Provide examples of past experiences where you successfully coordinated with others to achieve common goals.
How to prepare for a job interview at Mason Blake
✨Showcase Your Analytical Skills
Since the role requires strong analytical and quantitative skills, be prepared to discuss specific examples from your past experience where you successfully analysed data or made informed decisions based on your findings.
✨Demonstrate Your Excel Proficiency
Excel is crucial for this position. Bring up any relevant projects where you used Excel extensively, and if possible, mention specific functions or tools you are comfortable with, such as pivot tables or financial modelling.
✨Understand the Family Office Structure
Research the concept of family offices and their operational structures. Being able to articulate how a family office differs from other investment firms will show your genuine interest in the role and the organisation.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare for scenarios related to trade execution, cash flow monitoring, or report production, and think through how you would handle these situations effectively.
