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Assistant Associate
6 days ago
Company Overview
IGG is a dynamic, award-winning professional trustee company offering pragmatic, collaborative and professional trustee services to pension schemes throughout the country.
The 200+ strong team is made up of professionals who have joined the business with diverse backgrounds and specialisms, creating a governance powerhouse that includes a combination of legal, consultancy, investment, project management, administrative and business skills.
Overall purpose of the role
The role holder will be responsible for providing high quality, general administrative support to the team and clients, as required.
Key Responsibilities
Research Reports
- Assisting Director(s) in the gathering of information, analysis and production of research reports for:
- Fiduciary manager research reports
- Investment consultant research reports
This will require: Issuing due diligence questionnaires and related documents. Logging responses to due diligence questionnaires and related documents. Extracting relevant information from questionnaires and inputting into research database. Analysis of data and production of charts etc. for inclusion in reports.
Fiduciary manager and investment consultant searches
- Assisting Director in the successful management of a search process
This will require: Production of discussion documents and board papers for Trustee Board undertaking the search Issuing search documents and logging responses Assessment and scoring of bidder responses.
Production of oversight reports
- Assisting Director in completing an oversight report
This will require:
- Issuing information requests to fiduciary managers or investment consultant and pension executives and logging responses.
- Managing the completion of qualitative benchmarking questionnaires by trustees.
- Analysis of data and report production.
Development of marketing propositions
- Assisting in the production and development of marketing material including communications, presentations, blogs and press releases.
Other duties
- Database maintenance and update for research and performance databases.
- Management of production processes and ad hoc support for Directors.
- Website maintenance.
Skills and Experience
- Ability and desire to work as part of a team where individual effort affects the outcome of the business.
- Interest in finance and investment.
- Good written and verbal communication skills.
- Strong planning and organisation skills.
- Ability to produce reports / analysis to a high standard
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