At a Glance
- Tasks: Support Investment Managers and build client relationships in a dynamic environment.
- Company: Leading stockbroking firm with a family office culture.
- Benefits: Competitive salary, hybrid working after 6 months, and professional development opportunities.
- Other info: Exciting role with opportunities to engage with high-profile clients.
- Why this job: Join a fast-paced team and make an impact in the financial services sector.
- Qualifications: 2+ years in financial services and strong MS Office skills.
The predicted salary is between 40000 - 40000 £ per year.
Salary: £40,000
Are you a confident communicator who thrives in a client-facing role? Do you have 2+ years’ experience in financial services, with a desire to develop your career and build your skillset in a fast-paced, professional environment? Would you be eager to learn by supporting a team of Investment Managers at a family office of a leading stockbroking firm in the City? Are you strong on processes and IT and enjoy being part of a successful team? If the answer is yes, we’d love to hear from you!
You’ll be at the heart of the action; supporting clients and investors from foundations, leading figures in government, and high net worth individuals. This role will be 5 days a week in the office for the first 6 months, then hybrid 3/2.
What you’ll be doing day-to-day:
- Supporting Investment Management team with client relationships
- Entering deal instructions received from Investment Managers
- Preparing letters and presentation packs
- Entering new data and managing the CRM software
- Sending documentation out to new and existing clients
- Processing investor applications and coordinating investor processes
- Responding to client and advisor queries
- Managing multiple appointments within a shared diary
- Maintaining multiple spreadsheets to support workflows and meet deadlines
- Electronic and physical filing of paperwork relating to client correspondence
- Providing support with general administration for the desk
- Arranging events, lunches and meetings
The skills you need to bring:
- 2 years’ experience in financial services
- Strong MS Office and CRM skills
- An understanding and interest in Financial Services
- Superb client-facing skills
- Confident communication skills
- Hard-working attitude
Investment Management Assistant (3/2) employer: Aldrich & Co.
Join a leading stockbroking firm in the City, where you will be part of a dynamic team that values professional growth and client relationships. With a strong emphasis on collaboration and support, this role offers a unique opportunity to develop your skills in a fast-paced environment while enjoying a hybrid work model after six months. The company fosters a culture of excellence, providing employees with the tools and resources needed to thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management Assistant (3/2)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Aldrich & Co.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Management Assistant (3/2)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aldrich & Co..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Aldrich & Co.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Aldrich & Co.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aldrich & Co..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Aldrich & Co. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Aldrich & Co. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
