At a Glance
- Tasks: Support Investment Managers and build client relationships in a dynamic financial environment.
- Company: Leading stockbroking firm with a family office culture.
- Benefits: Competitive salary, benefits, and hybrid working after 6 months.
- Other info: Exciting opportunities for career growth and professional development.
- Why this job: Join a fast-paced team and develop your skills in investment management.
- Qualifications: 2+ years in financial services and strong communication skills.
The predicted salary is between 40000 - 40000 £ per year.
£40,000 + benefits
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 employer: Aldrich & Company Limited
Join a leading stockbroking firm in the heart of the City, where you will be part of a dynamic team dedicated to client success. With a strong emphasis on professional development, our supportive work culture encourages growth and learning, offering hybrid working arrangements after an initial onboarding period. Enjoy competitive benefits and the opportunity to engage with high-profile clients while building your career in investment management.
Contact Details:
Aldrich & Company Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management Assistant
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Aldrich & Company Limited, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Aldrich & Company Limited.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Aldrich & Company Limited.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Aldrich & Company Limited, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Management Assistant
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Aldrich & Company Limited want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Aldrich & Company Limited.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Aldrich & Company Limited will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Aldrich & Company Limited. Numbers speak louder than words!
How to prepare for a job interview at Aldrich & Company Limited
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Aldrich & Company Limited want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAldrich & Company Limited.
