Investments Assistant (Front Office)
Investments Assistant (Front Office)

Investments Assistant (Front Office)

Entry level 28800 - 48000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support portfolio management with data analysis and client presentations.
  • Company: Dynamic investment firm focused on innovation and teamwork.
  • Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
  • Why this job: Join a fast-paced environment and make an impact in the finance world.
  • Qualifications: Strong attention to detail and familiarity with financial markets required.
  • Other info: Great chance to develop skills and build relationships in the industry.

The predicted salary is between 28800 - 48000 Β£ per year.

Role purpose: The main function of the role is to provide data, reporting and analytical support to the portfolio management team. The position holder will support the asset class teams (equities, fixed income, alternatives, collectives) and the investment strategy committee in producing research packs using various data systems. The role will also comprise supporting portfolio managers in producing client presentations for Board and Committee meetings.

Main Responsibilities:

  • Deliver timely meetings packs containing investment data and charts covering economic research, company research and client performance data.
  • Ad-hoc presentation, research and analysis tasks required to support the portfolio management team, these may include:
  • Market Overview Commentaries
  • Portfolio allocation summaries
  • Portfolio Modelling

Person Specification:

  • Ability to work to tight deadlines and a strong attention to detail.
  • Broad familiarity with financial markets and statistics.
  • Strong working knowledge of MS Office and MS Excel in particular.
  • Experience with Bloomberg, Eikon, eVestment desirable.

Behaviours (with stage expected):

  • Managing Relationships Expected
  • Communicating and Influence Expected
  • Drive & Resilience Expected
  • Planning & Accountability Expected
  • Analysis & Judgement Expected
  • Commercial Awareness Expected
  • Change & Innovation Expected

Investments Assistant (Front Office) employer: Thomas Miller Investment

As an Investments Assistant in our dynamic front office team, you will thrive in a collaborative environment that values innovation and professional growth. We offer comprehensive training, mentorship opportunities, and a culture that encourages open communication and teamwork, all set in a vibrant location that fosters both personal and professional development. Join us to make a meaningful impact while enjoying a supportive workplace that prioritises your career advancement.
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Contact Detail:

Thomas Miller Investment Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Investments Assistant (Front Office)

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its investment strategies. Be ready to discuss how your skills can support their portfolio management team and contribute to their success.

✨Tip Number 3

Showcase your analytical skills! Bring examples of your previous work with data analysis or presentations to the interview. This will demonstrate your ability to deliver timely meeting packs and support the team effectively.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Investments Assistant (Front Office)

Data Analysis
Reporting Skills
Analytical Support
Financial Markets Knowledge
Attention to Detail
MS Office Proficiency
Advanced MS Excel Skills
Bloomberg Experience
Eikon Experience
eVestment Familiarity
Presentation Skills
Market Research
Portfolio Modelling
Communication Skills
Time Management

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Investments Assistant role. Highlight your experience with financial markets, data analysis, and any relevant tools like MS Excel or Bloomberg. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investments and how you can support our portfolio management team. Be specific about your experiences and how they relate to the responsibilities outlined in the job description.

Showcase Your Analytical Skills: Since the role involves a lot of data and reporting, make sure to showcase your analytical skills in your application. Mention any projects or tasks where you've successfully used data to drive decisions or create reports. We love seeing those numbers come to life!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows you're keen on joining the StudySmarter team!

How to prepare for a job interview at Thomas Miller Investment

✨Know Your Numbers

Make sure you brush up on your financial knowledge, especially around equities, fixed income, and alternatives. Familiarise yourself with key metrics and data points that portfolio managers might discuss during the interview.

✨Master MS Excel

Since this role requires a strong working knowledge of MS Excel, practice using advanced functions and data analysis tools. Be ready to demonstrate your skills or discuss how you've used Excel in past roles to support data-driven decisions.

✨Prepare for Presentation Questions

Expect questions about how you would create client presentations or research packs. Think of examples from your experience where you’ve had to present complex information clearly and concisely, and be prepared to share your thought process.

✨Stay Current with Market Trends

Keep yourself updated on the latest market trends and economic news. Being able to discuss recent developments and their potential impact on investments will show your commercial awareness and enthusiasm for the role.

Investments Assistant (Front Office)
Thomas Miller Investment
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