Job description
We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
Investment Assistant
Location: London
What is the team like?
An exciting opportunity to work with two senior Investment Managers with an established and growing book of clients, managing approximately £300m of client assets. The Investment Managers sit within a wider team and are supported by a dedicated group of experienced administrators. Clients are split between traditional UK high net worth clients, clients of IFAs, trusts and institutions.
What are the key responsibilities?
- Assist in the preparation and dispatch of reports and valuations.
- Assist in the preparation of presentation material.
- Develop knowledge of, and comply with, all regulatory and organisational requirements / procedures.
- Liaise with clients and intermediaries as required including transaction reporting correspondence.
- Prepare responses to incoming correspondence and emails as requested.
- Maintain accurate and up to date ‘Know Your Client' information.
- Keep abreast of operational and administrative procedures.
- Liaison between the team and Settlements department.
- Provide general administrative support to the team.
- Produce information for client meetings including bound meeting packs.
- Attend and support client meetings as necessary, including taking minutes.
- Familiarity with all aspects of client administration, start to finish.
- Assist in the management of investment portfolios of the team and monitor performance.
- Monitor the team's suitability failures providing regular updates.
- Prepare written investment proposals as required.
- Read financial press regularly and keep abreast of global investment themes.
- Ensure skills and knowledge base is abreast of current developments.
- Attend on-going professional training courses and events.
- In order to develop and progress the successful candidate will be expected to complete the CISI Level 4 Investment Advice Diploma (IAD), once settled into the role.
What skills and knowledge are we looking for?
- A strong interest in investment markets.
- Competent at working to deadlines and managing time.
- Flexible attitude to work in response to changing workloads and deadlines within the team.
- Exceptional focus and attention to detail
- Good numerical skills
- Highly IT literate with an ability to learn new systems.
- Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
- Excellent interpersonal skills with the ability to communicate effectively with client relationship managers and clients.
- Excellent telephone manner
- Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
- Reliable, resilient and enthusiastic individual with a strong sense of integrity and an open mind
- A team player who is prepared to put in additional hours, if necessary, to meet deadlines
Any other attributes that would be helpful?
- Working knowledge of Pulse is desirable but not essential
- Experience in the financial services sector and/or an administration role preferred
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