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To produce and update standard presentation materials and ad-hoc client presentations (for portfolio reviews and/or investment proposals purposes)
In response to sales team or London colleague (Business Development team member, PM) queries, regularly prepare and/or analyse portfolio historical data extracts / management comments / answers to "easy" queries, etc...
To keep track of all the management comments / dedicated reviews / bespoke reports to be produced by the Business Development / IPM team as well their respective deadlines ensure best possible quality of service
Over time, to back-up the other team members on their respective fields of expertise for 1st level of internal or clients requests.
Key Requirements of the Role Holder:
Enthusiastic, inquisitive and interested in Investment Management
Strong working knowledge of Microsoft Office (PowerPoint, Excel, Word) suite of applications
Strong verbal and written communications skills; the job will require translation of data and analysis into written form, as well as presenting such analysis to internal and/or external teams
Proactive and at ease with assuming responsibilities
The role holder is expected to acquire more and more independence as they progress e.g. answering similar queries / facing similar technical and/or commercial situations
Detail oriented with good organisational skills
Bachelors degree in investments, finance or economics