Investment Assistant - 12-month FTC

Role Overview

Be part of a team that provides general and administrative support to Partners, Investment Managers and Assistants to ensure that clients receive a first class service. Responsible for ensuring that client related administrative and organisational tasks are completed accurately, efficiently and in a timely manner.

Key Responsibilities

• Collate and distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided.
• Provide regular and ad‑hoc information to clients ensuring documents and reports are accurate, consistent and dispatched on timetable.
• Monitor the progress and timeliness of account opening and asset/cash transfers to meet client service standards and keep all relevant internal and external parties informed.
• Assist in resolving client queries regarding their portfolios or account opening.
• Make payments for clients.
• Prepare meeting packs for clients ensuring all data is accurate and up to date.
• Prepare Investment Policy Statements ensuring information around client’s objectives, risk profile and financial situation is accurately recorded and that any discrepancies are investigated and resolved.
• Ensure correspondence and reporting is clear, not misleading, technically accurate and tailored to the client’s level of knowledge and understanding.
• Liaise effectively with external custodians and providers to obtain information required for clients.
• Carry out ad‑hoc administration tasks for the team as required.
• Proficient in the use of all internal and external systems and information feeds.
• Support the Trainee Investment Managers on presentations, reports and analysis.

Requirements

• Good working knowledge of Microsoft Office suite, in particular Excel but also Outlook and Word.
• Understanding of front office systems desirable.

• Takes initiative for own work, but also works well as part of a team.
• Acts at all times in a professional manner.
• Conducts role in accordance with LGT’s procedures, within individual authorisation levels and in a compliant manner.
• Accuracy and attention to detail and will take time to double check work.
• Strong communication skills, both verbal and written.
• Strong numeracy skills.
• Flexibility with a willingness to learn and take on new tasks and learn fast.
• Deals with all matters promptly, professionally and effectively without being reminded.
• Readily assists the team in achieving its objectives.
• Ability to prioritise and manage workload whilst responding to urgent requests as they arise.
• Follows tasks through to the end.
• Makes effective use of time in order to carry out tasks to the appropriate standard.
• Knowledge of private equity investments is beneficial.