Current jobs related to Investment Assistant - London UK, UK - JJ SEARCH LIMITED
-
Associate – Investment Origination
4 days ago
UK, UK, United Kingdom The Scottish National Investment Bank Full timeAssociate – Investment OriginationLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is looking for a passionate and driven Associate to join our Investment Origination team. This role presents a unique opportunity to contribute to Scotland’s transition to a net-zero economy by supporting key investment transactions in offshore wind,...
-
Investment Risk
2 weeks ago
UK, UK, United Kingdom Barclay Simpson Full timeInvestment Risk Analyst – Permanent RoleLocation: LondonAre you looking to grow your career in investment risk? We are seeking an Investment Risk Senior Analyst to join our client’s risk management team. You will work with portfolio managers and internal teams, providing risk analysis and insights to support various investment strategies.About the...
-
Investment Associate
4 days ago
UK, UK, United Kingdom Albert Cliff Full timeJoin a dynamic private equity fund that specializes in healthcare investments, and play a key role in shaping future success. This is an exciting opportunity for an Investment Associate or Senior Associate to step into a high-impact role in London.Key Responsibilities:Conduct detailed financial analysis and investment modeling.Support deal sourcing,...
-
Investment Associate
3 months ago
UK, UK, United Kingdom Brock & Decker Full timeJob Title: Investment AssociateLocation: London, United KingdomOur client, a specialist clean energy financial services firm based in London, is seeking a highly motivated Investment Associate to join their team. This esteemed investment advisory firm provides investment management, corporate finance, and equity research services to companies and investors...
-
Investment Analyst
3 months ago
UK, UK, United Kingdom Caravel Full timeMy client, a prominent real estate investment firm, seeks an investment analyst with (ideally) 1 to 2 years' relevant experience for its London office.The firm has an entrepreneurial approach to launching strategies and investing in transactions. The successful candidate will be joining the firm at a particularly exciting stage of growth.The following...
-
Investment Analyst
2 months ago
London, UK, UK, United Kingdom TRIBU Search Full timeTribu Search are delighted to be recruiting for a Financial Investment Analyst for a leading UK developer with a focus on the living sector. Based in Central London, the company has a strong track record of delivering high quality, market leading developments across the UK.As a result of impressive growth and a significant development pipeline, they now...
-
Investment Associate
2 months ago
UK, UK, United Kingdom LGH Hotels Management Ltd Full timeThe OpportunityAs an Investment Associate, you will play a crucial role in supporting the fund’s investment activities across the UK and continental Europe.Your responsibilities will include:Deal Flow Management: Overseeing investment deal flow in residential, hotel, office, and other real estate sectors within the UK.Asset Management: Improving the...
-
Investment Manager
2 weeks ago
UK, UK, United Kingdom Digna Recruitment Full timeInvestment Manager - Real EstateAre you a driven, analytical professional looking to get in on the ground floor at a firm looking to revolutionise the real estate investment industry? Our client, a well-funded startup, is seeking an exceptional Investment Manager to join their dynamic team in London.The ideal candidate will have proven success in sourcing...
-
Investment Analyst
1 month ago
UK, UK, United Kingdom Careers Forge Full timeJob Title: Investment Analyst (Remote - UK)Location: United Kingdom (Remote)About Us:At Careers Forge, we are dedicated to bridging the gap between exceptional talent and top-tier companies. We specialize in connecting skilled professionals with rewarding opportunities across various industries. Our commitment to excellence and innovation drives us to...
-
Operations Specialist
2 weeks ago
UK, UK, United Kingdom Katch Investment Group Full timeAre you a finance professional with a passion for alternative investments and expertise in data visualization? Join our dynamic alternative investment firm as an Operations Specialist. In this critical role, you'll manage cash flows across multiple currencies, mitigate currency risks, execute money market strategies, analyze NAV statements, and...
-
Residential Investment Surveyor
1 month ago
UK, UK, United Kingdom Falmouth Fairfax Real Estate Recruitment Full timeFalmouth Fairfax is delighted to be exclusively instructed by Dorrington to source a Residential Investment Surveyor for their growing team. The team is responsible for a portfolio of properties which provides a variety of homes for rent, including traditional rented homes on ASTs and protected tenancies, fully serviced apartments, and an expanding co-living...
-
London, UK, UK, United Kingdom ISE Partners Ltd Full timeOur client, a global Investment Management firm, with offices across the world, is looking for an experienced Senior Team Assistant, with experience gained either within investment, private equity or managment consultancy firms.This is a demanding and fast paced role, supporting at MD level, with a wider team. Organising their schedules over time zones,...
-
Investment Analyst
3 weeks ago
UK, UK, United Kingdom Legal & General Full timeDo you share our passion for creating a safe, secure, and affordable place for everyone to call home? That's exactly what we're working towards at Affordable Homes. With a fast-growing pipeline, we collaborate with well-known developers, housing associations and public sector bodies across the country to drive new investment into the affordable...
-
Development and Investment Associate
1 month ago
UK, UK, United Kingdom Cobalt Recruitment Full timeCobalt is delighted to be partnering exclusively with an industry leading, property consultancy firm in the West End. Our client is experiencing exponential growth with investment mandates and is seeking to add to their close-knit team by hiring a Senior Development and Investment Associate to assist with appraisals and transactions. Role responsibilities...
-
Investment Analyst/Associate
1 month ago
UK, UK, United Kingdom Finatal Full timeInvestment Analyst/Associate (Nordic speaker), Global Investment FundLocation: London officeRJ1006The OpportunityFinatal is working with a leading Private Equity fund covering Primary Fund Investments, Secondaries and Co-Investments across various asset classes, of which 50% is Private Equity. This is a fantastic opportunity to become part of an...
-
Investment Banking Associate
4 weeks ago
UK, UK, United Kingdom The Green Recruitment Company Full timeOur client is a leading Investment Bank and they are looking for an Associate to join their team. The role will based in London.Key Responsibilities:Conduct in-depth financial analysis and valuation modelingPrepare pitch books, presentations, and other client materials.Assist in the execution of M&A transactionsMonitor industry trends and regulatory...
-
UK, UK, United Kingdom Stephen Bell Associates Ltd Full timeAbout the Company: Our client is a successful and growing boutique wealth and investment manager. They are seeking an Assistant Relationship Manager to support a small team of Relationship Managers who provide advice to HNW clients on pensions, investments, IHT planning, and trusts.About the Role: Key responsibilities include:Assist with the administration...
-
Portfolio Associate
1 week ago
London, UK, UK, United Kingdom Eames Consulting Full timeA boutique alternative investment fund with approximately £1bn in AUM is seeking to appoint an Portfolio Associate for a newly created position in its London-based team.This dynamic firm operates from offices in London, Europe, and the US, focusing on various private credit strategies, including distressed debt and real estate investments.The firm has...
-
Portfolio/Investment Manager
2 weeks ago
UK, UK, United Kingdom Finatal Full timeTitle: Portfolio/Investment Manager (Contract)Location: LondonRef: HR11810The OpportunityA leading venture capital firm is seeking a Portfolio / Investment Manager to manage a portfolio of tech companies. This role offers a dynamic opportunity with high autonomy and exposure to both portfolio management and deal execution. This is a 9-month contract role,...
-
Senior Investment Manager
2 weeks ago
UK, UK, United Kingdom CRS Full timeSenior Investment Manager – Debt Fund - ManchesterSalary: Competitive About the Senior Investment Manager – Debt Fund – Manchester role:Our client is a well-established, innovative debt fund, committed to supporting SME’s.Offering a fantastic culture, desire to lend and opportunity to make a real difference to the SME landscape this is a brilliant...
Investment Assistant
4 months ago
SALARY: 35-45K
The Company:
Our client is a boutique wealth management company, highly recognised with a fantastic reputation.
The Role:
The Investment Assistant position is working for an important Investment Management team within a highly credible Wealth Management company based in the City of London. The role will assist in resolving the Wealth Management firms client queries regarding their Investment Portfolios or Account Opening.
The Investment Assistant will collate and distribute Account Opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided for the Wealth Management clients.
The Investment Assistant will collate Investment Statements ensuring that information around the Wealth Management client’s Investment Management objectives, risk profile and financial situation is accurately recorded and that any discrepancies are investigated and resolved.
Monitor the progress and timeliness of account opening and asset/cash transfers.
The Investment Assistant will provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable.
The Investment Assistant will ensure correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding
The Investment Assistant will liaise effectively with external custodians and providers to obtain information required for Wealth Management clients.
The Candidate:
2-4 years’ experience in a similar Investment Support / Investment Assistant role dealing with Private Clients / HNW clients is essential.
IAD – happy to work towards this if not already achieved.
A knowledge of private equity investments is beneficial.
Good knowledge/experience with Microsoft Excel is favourable.
Takes initiative for own work, but also works well as part of a team and at all times acts in a professional manner.
Accuracy and attention to detail and will take time to double check work.
Strong communication skills; both verbal and written.
Flexibility with a willingness to learn and take on new tasks and learn fast
Deals with all matters promptly, professionally and effectively without being reminded.
