Assistant Investment Manager CISI

Cathedral Appointments Limited
£30k - £32k
19 Oct 2016
17 Nov 2016
Contract Type
Our client, a prestigious investment firm, is looking for an Investment Administrator to join their professional offices based in the Dorset/Somerset area.

They are looking for a competent individual to assist Investment Managers in an effective and efficient manner, providing team support and client administration.

Key duties/requirements of the role -

- Knowledge of capital gains tax, asset allocation and investment management processes
- Knowledge of portfolio rebalancing and liquidity
- Assist in the production of monthly factsheets and quarterly reports
- Assisting in the production of investment proposals
- Providing clients with information and reports regarding their portfolios
- Research work including investment trusts and corporate credit
- Dealing with queries from clients and accountants

Qualifications/Experience -

In order to be successful for this position, you must have at least 2 years previous experience of working within the Investment Industry and hold the Investment Management Certificate, levels 1 and 2. Candidates without IMC exams may apply but will be expected to undertake them as quickly as possible and also be willing to tackle the CISI programme.

If you are client focused, confident and feel you possess the desired skill set and experience, please do not hesitate to apply for this role.