Technical Investment Administrator
Top City Investment Manager are looking to hire a Graduate from a leading University with some exposure to the Financial sector
The purpose of role is to provide support to a private client team of Investment Specialists
You will need excellent communication skills and to be able to deal with people at all levels (internally and externally including clients) and be able to put ideas over clearly and professionally.
You must be proficient in Word and Excel
IOC qualification, Registered Rep or equivalents would be advantageous
Key Experience/Skills:
· Some relevant experience in a similar role(summer placemen tor contract roles)
· Strong Analytical skills – for investigating and researching problems
· High levels of numeracy
· Excellent communication skills – written and verbal
Key responsibilities:
Analysis
· Analysis support of private client market
· Structuring and collating research for team
· Collate periodic valuation reports
Administration
· Deal with cash transfers and foreign exchange transactions for clients
· Set up client orders in preparation for STP
Compliance and Training
· Ensure familiarity and compliance with FCA requirements
· Attend annual compliance briefing
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