Analyst, Investment Manager Review

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

Type: 
Permanent
Discipline: 
Investments
Job Posted: 
Mon, 21 Oct 2024
Closing Date: 
Sun, 19 Jan 2025
Reference: 
12262

Your contact for this job

Share this job

Cookies on this website
We need to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.