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Graduate Investment Assistant

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  • Ref: JH9018

Graduate Investment Assistant - This is a rare opportunity to join one of the South West’s leading Investment companies at an exciting time in its development. We are looking for a highly motivated individual with a keen interest in a career in fund management. You will be trained in all areas of the business starting on the administrative and operational aspects of fund management with the aim of progressing in time to a more investment-focused role.

Graduate Investment Assistant responsibilities include...

  • Provide administrative support to the Fund Management Team
  • Including various routine and ad-hoc tasks
  • Maintenance of systems:
  • Assist in producing appropriate literature, and assisting the Business Development team with sales data
  • Assist in preparing and maintaining presentation materials
  • To collate and prepare papers for monthly review meetings

Graduate Investment Assistant requirements include...

  • A level or degree educated would be preferred
  • Either completed or working towards Investment Management Certificate or equivalent to be ‘threshold competent’
  • Great communication and interpersonal skills
  • High attention to detail

 In addition, the right candidate will be enthusiastic, flexible and adaptable. If you feel you have the right skills and experience, please contact Jo Howell for further details.

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