Job Information

A highly successful and regarded firm of Financial Advisors based in Hertfordshire requires an Investment Assistant to work alongside one of their Advisors.

Investment Assistant



Role Outline

• Report directly to the Partner responsible for Investments
• Undertake day to day trading, reconciliation, administration and queries on client portfolios
• Prepare rebalancing recommendations for client portfolios
• Undertake performance calculations
• Undertake research and analysis
• Help to prepare Investment Committee meetings
• Follow internal systems and procedures

Skills Required

• Knowledge of financial markets, different asset classes, etc
• Maintain industry knowledge (market, regulatory, etc) through continual personal development
• Undertake professional qualifications in order to progress to Level 4
• Some experience in financial services or investments would be an advantage
• IMC/CISI qualifications would be an advantage
• Relevant degree (Maths, Economics, etc) would be an advantage
• Articulate, thorough, accurate and systematic
• Interest and enthusiasm for working in Investments
• Ability to prioritise workloads to meet strict deadlines
• Strong communication skills, both verbal and written
• IT literate : particularly Excel & Word