Investment Assistant

2 weeks ago


Dundee, Dundee City, United Kingdom DC Thomson Full time
William Thomson & Sons are looking for a talented Investment Assistant to join their team.

You would be a key colleague within the team, preparing analytic reports across our Investment Portfolio, producing reports for the annual DC Thomson AGM.

You will have a keen eye of detail, enjoy working in a fast-paced environment and enjoy having exposure to our Directors supporting them with ad-hoc reporting requests.


Requirements:

Key tasks:

  • Deliver monthly and ad hoc investment reports and analytics as required
  • Maintain performance measurement records for funds
  • Provide information for client presentations and annual reports
  • Track income and maintain income forecasts for funds
  • Responsibility for collating information for shareholder voting for AGMs and corporate actions
  • Monitor portfolios as required for regulatory purposes
  • Create and monitor key investment information for team

Skills/ Qualifications:

  • Strong numeracy skills
  • Excellent attention to detail
  • Ability to multitask, happy working to tight deadlines
  • Excellent planning and organisational ability
  • Strong interpersonal skills
  • Selfmotivated, with a high degree of initiative

Benefits

  • This is a fulltime, permanent position, working 35 hours per week from our Meadowside Office or on a remote basis. We offer a generous package including 34 days holiday, Health Cash Plan, excellent Pension, a competitive salary, and many more staff discounts and benefits._

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