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 ordersPreparing and assisting in client reviewsAssisting with the preparation of presentationsAssisting with the preparation of client proposalsChecking valuationsChecking daily overdraft reportsOrganising diaries re follow-upsWriting certain client correspondenceAttending meetings and taking notesDealing with cash transfersLiaising with customer intermediariesLiaising with back office and supportAssisting with Capital Gains Read more […]
October 9, 2008
• Tags: Investment Consulting jobs and careers in UK, Investment Portfolio Managers Assistant • Posted in: Financial • Comments Off on Investment Portfolio Managers Assistant