Investment Research Assistant

Client Onboarding KYC Associate
Location: London
Sector: Financial Markets
Type: Permanent
Salary: £28,000 - £30,000 per annum
Email: duncan@taylorjamesresourcing.com
Ref: db43235

We are looking for a Graduate with a minimum of 6 months experience within an Investment Management or Financial Services firm to provide Business Analyst and Research Support to the directors of a 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 on 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

1. Support the COO in the investigation and resolution of BAU issues to help ensure the smooth running of the firm.
2. Assist with preparation of presentations, board papers, strategy documents, and other papers.
3. Take on direct responsibility for other ongoing or ad hoc processes as required.
4. Assess new requirements and work with the appropriate business area(s) to embed into BAU.
5. Represent the COO in project meetings as required.
6. Work with the MI team to maintain and improve operational MI/BI over time.
7. Prepare for meetings by liaising with contributors to ensure papers are provided and meeting packs are prepared on a timely basis.
8. Take minutes for some committees and all ad hoc meetings.
9. Maintain action lists, project logs, and trackers, ensuring progress between meetings.

Qualifications and Skills

1. Good soft skills and the ability to understand and communicate technical details.
2. Must be able to work well with people at all levels of the organization.
3. Proactive in identifying issues and areas requiring improvement, ensuring resolution.
4. Good time management and ability to work under pressure, managing multiple tasks with competing deadlines.
5. Skilled in using Microsoft Office products, particularly advanced Excel and proficiency in PowerPoint.
6. Experience in an Investment Management business, with some exposure to operational systems and processes, regulatory change, and projects, would be an advantage.

KPI’s

1. Accurate and punctual completion of tasks.
2. Maintain a positive relationship with colleagues.
3. Positive cultural impact on the working environment.
4. Successful delivery of key projects/project support.
5. Successful identification of relevant BI/MI measures and delivery of associated tools.