Our Client has an opening for an Analyst within their Investment Manager Review team
In this role, you will be involved in the ongoing monitoring of investment portfolios and due diligence on investment management providers.
Responsibilities:
- Ongoing performance monitoring of investment portfolios
- Ongoing due diligence on investment management providers
- Preparation of reporting to senior management, trustees, and clients
- Responding to ad hoc investment-related queries
- Continuous improvement of team processes
Requirements:
- Minimum education level: GCSE grades A-C in five separate subjects including Mathematics and English
- Willingness to study for investment qualifications (e.g. IMC, PCIAM, CFA etc.)
- Strong numerical and analytical skills
- Strong writing skills
- Good working knowledge of Microsoft Office suite of applications, particularly Excel
- Good interpersonal and verbal communication skills
- Ability to manage own workload and prioritize effectively
For more information on this role please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com