Job Description
To assist the COO of Investment Management in the support of the Investment Management department and liaison with other departments within the Firm. To assist with day-to-day enquiries and/or issues from other departments, the implementation of projects and initiatives, regular monitoring initiatives, audit actions, and the production of management information as required.
Main tasks
- Assisting with the day-to-day enquiries or issues from Investment Managers or other departments
- Assisting with Investment Management monitoring, escalating issues to the Business Manager where appropriate
- Participating and assisting in the implementation of projects and company initiatives
- Responsible for the production of Management Information in support of the running of the department
- Responsible for keeping information up to date on the company intranet and developing / enhancing usage of the tool
- Responsible for updating and maintaining the Investment Management Procedures Handbook and other procedures and documentation
Compliance
Work within the regulatory and the Firm’s compliance framework
Personal Conduct
Ensure that the firm’s clients and staff are always treated fairly and responsibly, with respect and consideration.
Qualifications, skills, experience and competencies needed
Required
- Experience in a wealth / asset management firm and knowledge of associated procedures
- Advanced MS Excel and PowerPoint skills
- Highly analytical and numerate
- Proactive, self-starter, able to work independently
- Good problem solving skills
- Well organised
- Excellent interpersonal skills. Ability to get on with people at all levels.
- Excellent written and verbal communication skills
Preferred
- Good project management skills and experience
- Experience of working with CRM systems, preferably Microsoft Dynamics
- Knowledge of Eximius