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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 development opportunities.
- Why this job: Join a dynamic team and kickstart your career in investment administration.
- Qualifications: Strong organisational skills, Microsoft Office proficiency, and familiarity with investment management systems.
- Other info: Perfect for detail-oriented individuals looking to grow in the finance sector.
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, and experience with investment management systems. Join this dynamic team to build your career in investment administration.
Portfolio Management Assistant - Investment Operations 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
✨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 those interviews! Research the company and its values, and think about how your skills in Microsoft Office and investment management systems can shine. We want you to show them why you're the best fit for their team!
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do a mock interview with you. This will help you articulate your experience and demonstrate your organisational skills confidently.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Let’s get you that dream job in investment administration!
We think you need these skills to ace Portfolio Management Assistant - Investment Operations
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. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
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 show your enthusiasm for the role but also help you engage in meaningful conversations with the interviewers.
✨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, as this is crucial for supporting Investment Managers.
✨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. Consider preparing a few examples of how you've used these tools in previous roles to enhance your productivity and efficiency.
✨Prepare Questions About Client Experience
The job emphasises providing a high-quality client experience. Prepare thoughtful questions about how the firm approaches client relationships and what they value most in their interactions. This shows your interest in the role and your commitment to contributing positively to the client experience.
