Investment Assistant

18 hours ago


Dundee, United Kingdom William Thomson & Sons 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.

**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
- Self-motivated, with a high degree of initiative
- This is a full-time, 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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