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- Tasks: Support Investment Managers with administrative tasks and client record management.
- Company: Reputable wealth management firm in London with a focus on client experience.
- Benefits: Gain valuable experience in investment operations and career growth opportunities.
- Why this job: Join a dynamic team and kickstart your career in investment administration.
- Qualifications: Strong organisational skills and proficiency in Microsoft Office required.
- Other info: Ideal for detail-oriented individuals looking to make an impact.
The predicted salary is between 28800 - 43200 £ per year.
A well-known wealth management firm in London is seeking a detail-oriented Investment Assistant to support experienced Investment Managers. This role includes providing administrative and operational support, managing client records, and ensuring a high-quality client experience.
Ideal candidates will have:
- Strong organizational skills
- Proficiency in Microsoft Office
- Experience with investment management systems
Join this dynamic team to build your career in investment administration.
Portfolio Management Assistant - Investment Operations in London employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Management Assistant - Investment Operations in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment management field on LinkedIn. A friendly message can go a long way, and you never know who might have a lead on that perfect Portfolio Management Assistant role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine, so practice common interview questions and think about how your skills in Microsoft Office and client management can add value to their team.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed client records or streamlined processes in previous roles. This will demonstrate your attention to detail and readiness for the Investment Assistant position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals to join our dynamic team in investment administration.
We think you need these skills to ace Portfolio Management Assistant - Investment Operations in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your organisational skills and any relevant experience in investment management. We want to see how you can support our Investment Managers effectively!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about investment operations and how your skills align with the role. Keep it concise but engaging.
Showcase Your Microsoft Office Skills: Since proficiency in Microsoft Office is key, mention specific examples of how you've used these tools in previous roles. We love seeing practical applications of your skills!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Investment Basics
Before the interview, brush up on your investment knowledge. Understand key concepts related to portfolio management and investment operations. This will not only help you answer technical questions but also show your genuine interest in the role.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and maintained attention to detail.
✨Familiarise Yourself with Microsoft Office
Proficiency in Microsoft Office is a must for this position. Make sure you can confidently discuss your experience with Excel, Word, and PowerPoint. If possible, practice using relevant functions in Excel that might be useful in investment operations.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and the specific challenges faced by the investment managers. This shows your enthusiasm for the role and helps you assess if it’s the right fit for you.
