10 Jan 2020

Assistant Investment Analyst

Ref 32905

Our client is seeking an Assistant Investment Analyst, to be responsible for undertaking analysis of fund and portfolio performance through a process of data collection, verification, investigation and interpretation and the presentation of findings in written and verbal formats.  

Key functions: 

  • Maintaining client data within the company’s systems, including the obtaining and collating of data from various investment managers
  • Assisting in the production of regular client reports
  • Assisting in the collation of client verification documentation for new client take-on
  • Dealing with day-to-day client enquiries
  • Providing general administration support to the Directors

Applicants must have good analytical skills, have a basic understanding of the economic environment, have an ability to clearly communicate in various formats and a familiarity with the Microsoft Office suite of products.

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