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- Tasks: Assist fund managers in daily portfolio management and conduct research projects.
- Company: Join a top-tier Investment Management firm known for its over-performance.
- Benefits: Gain hands-on experience, work closely with experts, and develop your skills in finance.
- Why this job: This role offers direct exposure to investment strategies and a collaborative team culture.
- Qualifications: 1-2 years of experience, degree in Economics, Finance, or Mathematics, and Excel knowledge.
- Other info: Mason Blake promotes equal opportunities and values diverse applicants.
The predicted salary is between 28800 - 48000 £ per year.
Our client is a leading top tier Investment Management firm, who are looking to hire a dynamic and highly motivated individual to join their investment team. Due to past years of over-performance, the client is seeking to increase the Multi-Asset investment desk, with an individual who would be responsible for assisting the fund managers in the day-to-day management of portfolios. This role is a fantastic opportunity to directly work alongside the Portfolio Managers, supporting them as well as executing their decisions.
Key Responsibilities:
- Day to day management of portfolios; check cash balance daily, inform Portfolio Managers of any trades required to resolve cash balance.
- Attend Investment meetings with the objective of writing a monthly update on strategy and investment views.
- Assist in ad-hoc research projects.
- Monitor performance and conduct risk analysis.
- Maintain data on asset allocation history of portfolios.
Candidate Profile:
- 1-2 years of industry experience.
- Degree Educated; Preferably in Economics, Finance, Mathematics or similar.
- Knowledge of Microsoft Excel.
- Show an interest in investment management and financial markets.
- A strong sense of initiative and flexibility coupled with a well-developed collaborative spirit.
- Be prepared to learn and develop skills as the opportunity arises.
- Good numeric skills and an attention to detail.
- Able to communicate effectively to both internal and external clients.
- Be a team player that is prepared to help drive investment performance and develop business.
Multi-Asset Portfolio Assistant employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Multi-Asset Portfolio Assistant
✨Tip Number 1
Familiarise yourself with the latest trends in multi-asset investment strategies. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or join relevant online forums to connect with individuals who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 3
Brush up on your Excel skills, particularly in areas like data analysis and financial modelling. Being proficient in these tools will demonstrate your readiness to assist fund managers effectively.
✨Tip Number 4
Prepare to discuss your understanding of risk analysis and performance monitoring. Having concrete examples from your past experiences will show that you are capable of contributing to the team right away.
We think you need these skills to ace Multi-Asset Portfolio Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, finance, or economics. Emphasise any specific projects or roles where you assisted in portfolio management or conducted research.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your interest in financial markets and how your skills align with the responsibilities of the Multi-Asset Portfolio Assistant position.
Highlight Technical Skills: Since knowledge of Microsoft Excel is crucial, ensure you mention your proficiency with it. If you have experience with data analysis or risk assessment tools, include that as well to strengthen your application.
Showcase Soft Skills: In your application, highlight your collaborative spirit and communication skills. Provide examples of how you've worked effectively in teams or communicated complex information to clients or colleagues.
How to prepare for a job interview at Mason Blake
✨Show Your Passion for Investment Management
Make sure to express your genuine interest in investment management and financial markets during the interview. Share any relevant experiences or projects that demonstrate your enthusiasm and knowledge in this field.
✨Demonstrate Your Analytical Skills
Be prepared to discuss your experience with data analysis and risk assessment. Highlight any specific tools or methodologies you've used, especially in relation to Microsoft Excel, as this is crucial for the role.
✨Prepare for Technical Questions
Expect questions that test your understanding of portfolio management and asset allocation. Brush up on key concepts and be ready to explain how you would approach day-to-day management tasks.
✨Emphasise Team Collaboration
Since the role involves working closely with Portfolio Managers, highlight your ability to work in a team. Share examples of how you've successfully collaborated with others in past roles or projects.
