Investment Portfolio Managers Assistant
Currently they are looking for an assistant to an Investment Portfolio Manager, where you will be responsible for the following.
- Assisting in the preparation of bulk dealing orders
- Preparing and assisting in client reviews
- Assisting with the preparation of presentations
- Assisting with the preparation of client proposals
- Checking valuations
- Checking daily overdraft reports
- Organising diaries re follow-ups
- Writing certain client correspondence
- Attending meetings and taking notes
- Dealing with cash transfers
- Liaising with customer intermediaries
- Liaising with back office and support
- Assisting with Capital Gains Tax reviews
- Assisting the Portfolio Managers with the preparation of reports against KPIs
The successful candidate will currently be doing a similar role, be IMC or IAQ qualified and with having experience of Dimension system and advantage but not essential.
This is an amazing opportunity to join this fantastic institution where you will be able to build a long term career.
Please only apply for the role if you match the above criteria.
To discuss further, please contact Steve Sergeant on 0203 465 0115
October 9, 2008
• Tags: Investment Consulting jobs and careers in UK, Investment Portfolio Managers Assistant • Posted in: Financial