Investment Business Research Assistant

Company: Taylor James Resourcing
Apply for the Investment Business Research Assistant
Location: Greater London
Job Description:

Our client is looking for a Senior Credit Controller.

Reinsurance Accounting Technician to £50,000This

We are looking for a Graduate with a Degree in Accounting,

Our client is a Global Financial Markets Trading Company,

Our client is a small Exchange based Trading and Broking

Date: 25 Apr 2023Sector: FINANCIAL MARKETSType: PermanentLocation: LondonSalary: £28000 – 32000 per annumEmail: duncan@taylorjamesresourcing.comRef: db48613235

Job Overview

We are looking for a Graduate with a minimum of 12 months experience within an Investent Management or financial Services firm to provide Business Management and Research Support to the COO and CEO of a prestigious UK Wealth And Investment Management firm.

Work closely with the COO to support the smooth running of the firm, including meeting organization, documentation preparation and following up day-to-day issues and projects with department heads and others across the firm. Provide additional support to the COO and CEO for projects, business cases and presentations.

Responsibilities

  • On a day-to-day basis, support the COO in investigation and resolution of BAU issues to help ensure the smooth running of the firm.
  • Assist with preparation of presentations, board papers, strategy documents and other papers.
  • Take on direct responsibility for other on‑going or ad hoc processes as required.
  • As necessary, assess new requirements and work with the appropriate business area(s) to embed into BAU.
  • Represent the COO in project meetings as required.
  • Work with the MI team to maintain and improve operational MI/BI over time.
  • Meeting preparation.
  • Liaise with contributors to ensure papers are provided and meeting packs are prepared on a timely basis.
  • For some committees, and all ad hoc meetings, take minutes.
  • Maintain action lists, project logs and trackers, and ensure progress between meetings.

Requirements

  • Good soft skills as well as an ability to understand and communicate technical details.
  • Must be able to work well with people at all levels of the organisation.
  • Proactive in identifying issues and areas requiring improvement, and ensuring resolution.
  • Good time management, and ability to work under pressure, managing multiple tasks with competing deadlines.
  • Skilled in using Microsoft Office products, in particular advanced Excel and proficiency in PowerPoint.
  • Experience in an Investment Management business, with some exposure to operational systems and processes, regulatory change, and projects, would be an advantage KPI’s.
  • Accurate and punctual completion of tasks.
  • Maintain a positive relationship with colleagues.
  • Positive cultural impact on working environment.
  • Successful delivery of key projects / project support.
  • Successful identification of relevant BI/MI measures and delivery of associated tools.

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Posted: February 19th, 2026