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Investment Management

3 months ago

Bishopsgate Ontario, CA Prime Personnel UK Full time

An exciting opportunity has arisen within a small prestigious international asset management house.


Your duties will include:

  1. Client services and various accounts/fund operational tasks
  2. Developing excellent communication with clients
  3. Monitoring and checking client portfolios
  4. Assisting with client reporting
  5. Preparing marketing material and documents (including fact sheets, presentation materials, RFPs, performance data etc)
  6. Handling UCITS Fund related operational tasks
  7. Liaising with custodians, administrators, management companies etc
  8. Maintaining data re products, existing clients/prospective clients

Your experience must include:

  1. Relevant proven client services experience gained within an asset management house
  2. Degree educated
  3. Studying IMC Unit 2/CFA qualification
  4. Excellent communication skills both written and verbal
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