Portfolio Manager\'s Assistant

Portfolio Manager\'s Assistant

Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support portfolio managers with data analysis and client presentations.
  • Company: Join a leading investment firm in the heart of London.
  • Benefits: Full-time role with competitive salary and professional growth opportunities.
  • Why this job: Gain hands-on experience in finance and make an impact on investment strategies.
  • Qualifications: Strong attention to detail and familiarity with financial markets required.
  • Other info: Dynamic team environment with opportunities for career advancement.

The predicted salary is between 36000 - 60000 Β£ per year.

Reports to: Head of Alternatives Research at TMI

Working Arrangements: Full time, permanent, 3 days per week on-site

Location: Thomas Miller London

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

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

Portfolio Manager\'s Assistant employer: Thomas Miller Investment

At Thomas Miller, we pride ourselves on being an excellent employer, offering a collaborative work culture that fosters professional growth and development. Located in the heart of London, our team enjoys a dynamic environment where innovation is encouraged, and employees are supported through comprehensive training and mentorship opportunities. With a focus on work-life balance and a commitment to employee well-being, we provide a rewarding experience for those looking to make a meaningful impact in the financial sector.
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Contact Detail:

Thomas Miller Investment Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Portfolio Manager\'s Assistant

✨Tip Number 1

Network like a pro! Reach out to folks in the finance industry, especially those who work with portfolio management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.

✨Tip Number 2

Prepare for interviews by brushing up on your financial knowledge and data analysis skills. Be ready to discuss how you can support the portfolio management team with real examples from your past experiences.

✨Tip Number 3

Show off your MS Excel skills! Create a sample report or presentation that demonstrates your ability to analyse data and present it clearly. This will give you an edge when discussing your capabilities with potential employers.

✨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 and engaged with our platform.

We think you need these skills to ace Portfolio Manager\'s Assistant

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

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager's Assistant role. Highlight your experience with data analysis, financial markets, and any relevant software 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 this role and how you can support our portfolio management team. Be specific about your experience with research and presentations, as these are key parts of the job.

Showcase Your Attention to Detail: Since this role requires a strong attention to detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their work is polished and professional, so double-check everything before hitting send!

Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to upload all your documents in one go. Plus, it shows us you’re serious about joining the StudySmarter team!

How to prepare for a job interview at Thomas Miller Investment

✨Know Your Financial Markets

Make sure you brush up on your knowledge of financial markets and statistics. Familiarise yourself with current trends, economic indicators, and recent news that could impact investments. This will not only help you answer questions confidently but also show your genuine interest in the role.

✨Master MS Excel

Since the role requires strong Excel skills, practice using advanced functions, pivot tables, and data visualisation techniques. You might be asked to demonstrate your proficiency during the interview, so being prepared with examples of how you've used Excel in past roles can really set you apart.

✨Prepare for Presentation Tasks

Given that you'll be supporting portfolio managers in creating client presentations, think about how you can showcase your presentation skills. Prepare a mock presentation on a relevant topic and be ready to discuss how you would approach creating meeting packs or research reports.

✨Attention to Detail is Key

This role demands a strong attention to detail, especially when delivering timely meeting packs. During the interview, highlight experiences where your attention to detail made a difference. You could even bring along examples of your work that demonstrate this skill in action.

Portfolio Manager\'s Assistant
Thomas Miller Investment
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