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Assistant Investment Manager CISI

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  • Ref: JH1710

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.

Assistant Investment Manager CISI responsibilities include...

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

Assistant Investment Manager CISI requirements include...

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.

Consultant contact