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Team associate, team pa, investment management, financial services

London
Investment manager
£35,000 a year
Posted: 10 January
Offer description

The Company: Our client is a boutique wealth management company, highly recognised with a fantastic reputation The Role: The Team Associate / Team PA will work closely with the Chief Investment Office and will act as secretary to all investment committees where this is required. The Team Associate / Team PA will ensure consistency of agendas and minutes - chasing action points. Organise investment committee meetings to minimise clashes and rescheduling, also arranging meetings with fund management groups and companies. Ensure the correct internal constituencies are notified and encouraged to participate. The Team Associate / Team PA will ensure timely provision of Investment Committee content to the company management committees, in line with regulatory requirements. Ensure timely maintenance of investment notes. Populate with minutes, committee pages etc, list changes, performance. Communicate outcomes of the committee meetings, 9am calls and other investment meetings in a timely fashion. The Team Associate / Team PA will reply to simple front office requests for information and will manage CIO team requirements such as managing IT projects, Avaloq improvements and conduct risk data and carry out any other relevant duties within the remit of the role and as reasonably directed by management. The Team Associate / Team PA will be proactive in developing knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills The Candidate 2-3 years PA / Team Support experience within Financial Services. Existing proficiency required across the standard office suite Word, Excel, PowerPoint, but also more advanced database software such as Visual Basic, MS Access and Power BI. Ability to embrace the opportunities offered by Artificial Intelligence tools to improve productivity Expect to become proficient in all investment and company-owned or operated systems, including Bloomberg, Factset, Quest, Avaloq, and Engage, amongst others

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