About the role:
The individual will be involved in all aspects of the Investment Team’s provision of investment services to the private client teams across the jurisdictions of the company. Whilst primarily supporting the Investment Team in their remit of reviewing investment portfolios, risk monitoring and assessing investment managers, the individual will be assisting the Group’s private client teams with a variety of investment related queries.
Responsibilities:
- Assist the Team in the processing of quarterly investment reviews, including determining results and investigating and following up on any performance or other portfolio issues.
- Distribute results and ensure they are recorded in the company’s systems
- Assist the Team in preparing Annual Investment Reviews including the updating of investment profiles in conjunction with the Trustees and assessment of longer-term investment suitability
Skills required:
- Good interpersonal skills for dealing with intermediaries and staff.
- Good IT skills with a solid knowledge of Excel.
- A decent understanding and experience of financial markets.