Finance
Middle Office Assistant
Edinburgh • Permanent
About our client:
My client is a market lead within there industry.
Description:
- Duties will include:
- Working with the asset management administration team to collate the papers required for investment reports.
- Carrying out any necessary additional analysis required
- Preparing regular investment reports for clients in draft form for the client's lead manager
- Supporting the new client's designated lead and assistant manager in the preparation of details investment proposals.
- Arranging payments to clients
- Providing statements and tax information to clients or their accountants
- Helping to ensure that ISA's are arranged for all of the team's relevant clients
Profile:
The successful candidate will be:
- Educated to degree level
- Be Highly numerate
- Have excellent communication skills
- Have strong research and analytical skills
- Have good IT skills including some experience in using Microsoft Office Packages
- Be able to work as part of a team
- Be able to work with minimum supervision.
- Undertake an agreed programme of professional investment-related qualifications.
Where specific UK qualifications are required we will take into account overseas equivalents.
What's on offer
A permanent role based in Edinburgh city centre with salary negotiable depending on the calibre of the candidate.
