We are looking for a Graduate with a minimum of 6 months experience within an Investent Management or financial Services firm to provide Business Analyst and Research Support to the directors of Wealth And Investment Management firm.
Work closely with the Head of Investment 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.
Main Duties
- On a day-to-day basis, support the 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 on-going 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
- 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 Assistant in London employer: Taylor James Resourcing
As a leading player in the fintech sector, we pride ourselves on fostering a dynamic and inclusive work culture that encourages innovation and collaboration. Our employees benefit from comprehensive professional development opportunities, competitive remuneration, and a commitment to work-life balance, all while being part of a forward-thinking team dedicated to revolutionising payment solutions across our extensive retail network.
