At a Glance
- Tasks: Support investment portfolios, reconcile accounts, and assist with market analysis.
- Company: Established UK real estate investment business focused on talent development.
- Benefits: Private medical cover, pension contributions, and professional development support.
- Other info: Dynamic role with opportunities for career growth and learning.
- Why this job: Gain hands-on experience in finance while working in a hybrid environment.
- Qualifications: Relevant degree or experience in finance, strong communication skills, and attention to detail.
The predicted salary is between 29700 - 36300 £ per year.
The Treasury Assistant will benefit from a hybrid working arrangement, with two days per week in the London office and three days working remotely, alongside support for relevant professional development.
The organisation is an established UK real estate investment business with a substantial portfolio of retail assets across the country. The organisation places importance on its people, portfolio and partnerships, with a focus on developing talent internally and investing in its culture, systems and working environment.
Benefits include:
- Private medical cover following confirmation of employment, with previous medical history disregarded and options covering a spouse and dependants at the same address, alongside optional dental cover.
- A 6% pension contribution through salary exchange.
- Group Life Assurance and Income Protection.
- Salary sacrifice schemes, including Ride to Work and workplace nursery arrangements.
- Access to a discount marketplace and Tastecard.
- Support towards relevant professional development, including course costs, study and exam days.
- Professional membership support.
- Enhanced maternity leave contributions.
The role and responsibilities include:
- Reporting to the Finance Manager, supporting the day-to-day management and monitoring of investment portfolios.
- Reconciling bank accounts, resolving discrepancies and identifying surplus balances for investment.
- Supporting investment research, market analysis and trade recommendations.
- Monitoring portfolio positions and liquidity requirements across portfolios.
- Maintaining relationships with banks, brokers and external counterparties.
- Preparing weekly balances and quarterly cash bridges.
- Assisting with portfolio position and liquidity reports for internal stakeholders and committees.
- Maintaining accurate investment documentation and monitoring files in line with internal procedures.
- Recording minutes and tracking actions from internal meetings, including Investment Committee meetings.
- Responding to stakeholder information requests and ensuring supporting documentation is collated accurately.
- Supporting analysis of the key risks, strengths and weaknesses of financial products within the portfolios.
- Contributing to investment strategy discussions through market monitoring and data analysis.
- Assisting with investment papers, including new investment proposals, analysis reports and routine monitoring reports.
- Supporting due diligence for new strategic investment proposals.
- Supporting senior-level client and investment relationships.
- Contributing to improvements across investment processes and the wider investment function.
- Supporting ad-hoc projects.
- Undertaking continuing professional training.
- Keeping up to date with matters affecting the UK economy, financial news and market developments.
The skills needed and requirements include:
- A willingness to learn, good communication skills and an interest in real estate.
- Relevant qualifications and/or experience within a regulated environment, with awareness of FCA requirements.
- A relevant degree, such as finance or economics, and/or progress towards a professional qualification such as IMC, CFA or ACT.
- An interest in real estate investment and a willingness to develop your knowledge of the sector.
- Good attention to detail and analytical skills.
- Good working knowledge of Microsoft Excel, including building and maintaining financial models and analysing datasets, alongside working knowledge of other Microsoft Office applications.
- Good organisational skills, with the ability to manage multiple tasks and prioritise effectively against deadlines.
- Good communication skills and the ability to build effective relationships with stakeholders.
- A willingness to learn and continue developing your technical knowledge.
Interviews are expected to progress quickly, so apply now to be considered for this Treasury Assistant opportunity.
If you require any adjustments or additional support during the recruitment process for any reason whatsoever, please let your Cobalt consultant know.
Treasury Assistant in London employer: Cobalt Recruitment
Join a dynamic real estate development and investment management firm in London, where your expertise in equity capital raising will be highly valued. With a lucrative salary and performance-based bonuses, you'll thrive in a high-growth environment that fosters collaboration and innovation among ambitious investors. Our supportive work culture prioritises employee growth, offering unique opportunities to expand your professional network and enhance your skills in a vibrant city known for its financial prowess.
StudySmarter Expert Advice🤫
We think this is how you could land Treasury Assistant in London
✨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 Cobalt Recruitment. 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 Treasury Assistant in London
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 Cobalt Recruitment.
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 Cobalt Recruitment'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 Cobalt Recruitment
✨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 Cobalt Recruitment.
✨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 Cobalt Recruitment 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 Cobalt Recruitment 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.
