Investment Business Research Assistant
Investment Business Research Assistant

Investment Business Research Assistant

Full-Time 28000 - 32000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the COO and CEO with business management and research tasks in a dynamic financial environment.
  • Company: Join a prestigious UK Wealth and Investment Management firm with a global presence.
  • Benefits: Competitive salary, professional development opportunities, and a collaborative work culture.
  • Why this job: Make a real impact by supporting high-level executives and driving key projects.
  • Qualifications: Graduate with 12 months experience in investment management or financial services.
  • Other info: Fast-paced environment with opportunities for growth and skill enhancement.

The predicted salary is between 28000 - 32000 £ per year.

Our client is looking for a Graduate with a minimum of 12 months experience within an Investment Management or financial Services firm to provide Business Management and Research Support to the COO and CEO of a prestigious UK Wealth And Investment Management firm.

Work closely with the COO to support the smooth running of the firm, including meeting organization, documentation preparation and following up day-to-day issues and projects with department heads and others across the firm. Provide additional support to the COO and CEO for projects, business cases and presentations.

Responsibilities
  • On a day-to-day basis, support the COO in investigation and resolution of BAU issues to help ensure the smooth running of the firm.
  • Assist with preparation of presentations, board papers, strategy documents and other papers.
  • Take on direct responsibility for other ongoing or ad hoc processes as required.
  • As necessary, assess new requirements and work with the appropriate business area(s) to embed into BAU.
  • Represent the COO in project meetings as required.
  • Work with the MI team to maintain and improve operational MI/BI over time.
  • Meeting preparation.
  • Liaise with contributors to ensure papers are provided and meeting packs are prepared on a timely basis.
  • For some committees, and all ad hoc meetings, take minutes.
  • Maintain action lists, project logs and trackers, and ensure progress between meetings.
Requirements
  • Good soft skills as well as an ability to understand and communicate technical details.
  • Must be able to work well with people at all levels of the organisation.
  • Proactive in identifying issues and areas requiring improvement, and ensuring resolution.
  • Good time management, and ability to work under pressure, managing multiple tasks with competing deadlines.
  • Skilled in using Microsoft Office products, in particular advanced Excel and proficiency in PowerPoint.
  • Experience in an Investment Management business, with some exposure to operational systems and processes, regulatory change, and projects, would be an advantage.
KPI’s
  • Accurate and punctual completion of tasks.
  • Maintain a positive relationship with colleagues.
  • Positive cultural impact on working environment.
  • Successful delivery of key projects / project support.
  • Successful identification of relevant BI/MI measures and delivery of associated tools.

Investment Business Research Assistant employer: Taylor James Resourcing

Join a dynamic and prestigious UK Wealth and Investment Management firm located in the heart of London, where you will have the opportunity to support senior leadership in driving business success. Our company fosters a collaborative work culture that values employee growth, offering ample opportunities for professional development and skill enhancement. With a focus on innovation and excellence, we provide a stimulating environment that encourages proactive problem-solving and meaningful contributions to the financial markets.
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Contact Detail:

Taylor James Resourcing Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Business Research Assistant

✨Tip Number 1

Network like a pro! Reach out to people in the investment management field, especially those who work at firms you're interested in. A friendly chat can lead to insider info and even job leads.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they align with your skills. This will help you stand out and show that you're genuinely interested in the role.

✨Tip Number 3

Practice your soft skills! Since the role requires good communication and teamwork, think of examples from your past experiences where you've successfully collaborated or resolved issues.

✨Tip Number 4

Don't forget to apply through our website! We have loads of opportunities that might be perfect for you. Plus, it shows you're serious about joining our team!

We think you need these skills to ace Investment Business Research Assistant

Business Management
Research Support
Meeting Organisation
Documentation Preparation
Project Management
Presentation Skills
Time Management
Microsoft Excel
Microsoft PowerPoint
Communication Skills
Problem-Solving Skills
Operational Systems Knowledge
Regulatory Change Awareness
Attention to Detail
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Business Research Assistant role. Highlight relevant experience, especially in investment management or financial services, and showcase your skills in Microsoft Office, particularly Excel and PowerPoint.

Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Mention your proactive approach to problem-solving and your ability to work under pressure while managing multiple tasks. Don't forget to express your enthusiasm for supporting the COO and CEO!

Showcase Your Soft Skills: We value good soft skills just as much as technical abilities. In your application, give examples of how you've effectively communicated with colleagues at all levels and how you've contributed positively to team dynamics.

Apply Through Our Website: For the best chance of success, make sure to apply through our website. This way, we can easily track your application and ensure it gets the attention it deserves. We can't wait to see what you bring to the table!

How to prepare for a job interview at Taylor James Resourcing

✨Know Your Numbers

Make sure you brush up on your financial knowledge, especially around investment management and accounting principles. Be prepared to discuss how you've used these skills in previous roles, as this will show your understanding of the industry.

✨Showcase Your Soft Skills

Since the role requires good soft skills, think of examples where you've effectively communicated with different levels of an organisation. Prepare to share stories that highlight your proactive approach to problem-solving and teamwork.

✨Master Microsoft Office

As proficiency in Excel and PowerPoint is crucial, practice using advanced features in Excel and creating impactful presentations in PowerPoint. You might even want to bring a sample presentation to demonstrate your skills during the interview.

✨Prepare for Project Discussions

Be ready to talk about any projects you've worked on, particularly those involving operational systems or regulatory changes. Highlight your role in these projects and how you contributed to their success, as this will resonate well with the interviewers.

Investment Business Research Assistant
Taylor James Resourcing
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