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Investment Management
1 month ago
An exciting opportunity has arisen within a small prestigious international asset management house.
Your duties will include:
- Client services and various accounts/fund operational tasks
- Developing excellent communication with clients
- Monitoring and checking client portfolios
- Assisting with client reporting
- Preparing marketing material and documents (including fact sheets, presentation materials, RFPs, performance data etc)
- Handling UCITS Fund related operational tasks
- Liaising with custodians, administrators, management companies etc
- Maintaining data re products, existing clients/prospective clients
Your experience must include:
- Relevant proven client services experience gained within an asset management house
- Degree educated
- Studying IMC Unit 2/CFA qualification
- Excellent communication skills both written and verbal