Investment Process Assistant

3 weeks ago

London, United Kingdom Evelyn Partners Full time
Job Description

Job Purpose

To support the investment process and centralised investment propositions working with key internal stakeholders. The role will primarily support the inputs and decision-making bodies within the firm as well as helping with the dissemination of information to the wider business by facilitating update calls, presentations, and intranet documents

Key Responsibilities

  • Organise oversight and decision-making meetings for the key investment process and central proposition groups, including logistics and pack preparations
  • Support meetings of key investment process and central propositions, to include taking minutes, general administration and managing action trackers
  • Arrange Teams calls, and record CPD, for internal stakeholders (daily, weekly and monthly, as well as ad-hoc)
  • Manage recordings and uploads for the investment intranet
  • Support logistics and expenses claims relating to investment process business as needed
  • Assist with the templating, formatting, and proof-reading of presentations, internal communications and articles
  • Maintain and manage personnel, distribution and access lists in internal systems
  • Follow due processes to maintain and manage approved investment lists
  • Additional project work as needed

 


Qualifications

Key Skills and Experience

  • Previous experience within a Administrative / PA role in a fast paced environment
  • Experience of minute taking
  • Proficient IT skills in core Microsoft Office systems 
  • Functional knowledge of Microsoft Teams and SharePoint
  • A basic understanding of investment concepts and language would be an advantage 
  • Good communication skills both written and verbal
  • Strong organisational skills 
  • Ability to prioritise tasks effectively and be flexible in order to meet business needs

 



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