Investment Business Research Assistant

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Client Onboarding KYC Associate. Based in the compliance

We have an initial 6th month contracts for a Business

We are looking for an experienced Client Account Manager

Trainee Technology Research and Development Tax Consultant.

Date: 25 Apr 2023
Sector: FINANCIAL MARKETS
Type: Permanent
Location: London
Salary: £28000 - 32000 per annum
Email: duncan@taylorjamesresourcing.com
Ref: db48613235

We are looking for a Graduate with a minimum of 12 months experience within an Investent Management or financial Services firm to provide Business Management and Research Support to the COO and CEO of a prestigious UK Wealth And Investment Management firm.

Work closely with the COO to support the smooth running of the firm, including meeting organization, documentation preparation and following up day-to-day issues and projects with department heads and others across the firm. Provide additional support to the COO and CEO for projects, business cases and presentations.

Main Duties

Business Management/ Research for the COO and CEO

- On a day-to-day basis, support the COO in investigation and resolution of BAU issues to help ensure the smooth running of the firm.
- Assist with preparation of presentations, board papers, strategy documents and other papers.
- Take on direct responsibility for other on-going or ad hoc processes as required.
- As necessary, assess new requirements and work with the appropriate business area(s) to embed into BAU.
- Represent the COO in project meetings as required
- Work with the MI team to maintain and improve operational MI/BI over time
- Meeting preparation
- Liaise with contributors to ensure papers are provided and meeting packs are prepared on a timely basis
- For some committees, and all ad hoc meetings, take minutes
- Maintain action lists, project logs and trackers, and ensure progress between meetings

- Good soft skills as well as an ability to understand and communicate technical details
- Must be able to work well with people at all levels of the organisation
- Proactive in identifying issues and areas requiring improvement, and ensuring resolution
- Good time management, and ability to work under pressure, managing multiple tasks with competing deadlines
- Skilled in using Microsoft Office products, in particular advanced Excel and proficiency in PowerPoint
- Experience in an Investment Management business, with some exposure to operational systems and processes, regulatory change, and projects, would be an advantage KPI’s
- Accurate and punctual completion of tasks
- Maintain a positive relationship with colleagues
- Positive cultural impact on working environment
- Successful delivery of key projects / project support
- Successful identification of relevant BI/MI measures and delivery of associated tools