About Us Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues. With approximately 800 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion. The Role As a result of continuous growth, we are now recruiting for a Fund Manager's Assistant to join our Leeds office. The main purpose of this position is to support our Fund Manager with collating investment research, completing project work and assisting with relevant administrative duties. The main elements of this role will include: Monitoring the position of investment portfolios relative to target levels, and preparing suggested trade instructions for the Fund Manager's review Maintaining and running performance reports and attribution reports Running screening of investment sectors seeking new fund ideas and monitoring existing selections Investigating fund ideas and conducting due diligence Contributing to the Fund Manager's investment considerations by developing their understanding and knowledge of markets and the industry Alongside the Fund Manager, producing investment comparison and proposition reports for existing and prospective clients Assisting the Fund Manager in answering administrative queries from the Financial Planning Service Line Completing collection and analysis of sales data Attending events and conferences relevant to the position and continuously developing technical knowledge The successful candidate will also be expected to travel to London on an adhoc basis, for the purposes of attending events and conferences, and also to meet with our Fund Manager (as he is based in London). Visiting the Firm's other offices will also be expected, particularly the Head Office in Carlisle. The cost of any travel expenses will however be covered by the Firm in line with our Expenses Policy. Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy. The Candidate In order to fulfil the responsibilities of the position, we would like candidates to be / have: A 2:1 (or above) Degree in a relevant subject Experience of working in a Fund Administration / Analyst capacity (desirable not essential requirement as full training will be provided to the successful candidate) Either already started working towards completing the Level 4 Investment Management Certificate (IMC) or be willing to complete this during employment (with employer study support) Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients Comfortable working in a fast paced environment Able to prioritise workloads under strict deadlines and work well under pressure General IT skills Good attention to detail to ensure that reports are compiled to the highest possible quality A Full UK Driving Licence (desirable not essential requirement) The Benefits In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes: Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year Smart Working Policy, giving you the ability to balance home and remote working Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment) Employee Assistance Programme (24/7 confidential support for wellbeing and health) Paid flu jabs and eye tests Introductory Commission Scheme (financial reward if you refer a new client) Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral Ongoing access to online training courses and materials Paid professional membership fees Charity of the Month Colleague of the Month Subsidised social events throughout the year In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further. When you're with us we're with you.