Investment Analyst Assistant
1 week ago
**About the business**
Our clients are a driven team and high performing Investment Advice firm looking for someone with strong investments passion who invests themselves or have worked for an investment advice firm. They have Seamlessly integrated accounting and wealth services, and are specialist advisers for founders, executives and private business and family groups.
**About the role**
- Contribute to investment research and analysis activities
- Assist in the review of client investment portfolios
- Attend and take notes at fund manager meetings
- Participate in fund management presentations on behalf of the business
- Assist in the preparation of investment reports for clients and others
- Maintain client records in accordance with compliance requirements
- Contribute to process improvements and initiatives
- Work closely with investment committee
**Skills and experience**
- 6+ months in a similar role is ideal
- Strong proficient knowledge of Microsoft Office Suite, particularly excel
- Excellent communication skills - you must be comfortable speaking to fund managers,
- Strong organisational and administrative skills
**Benefits and perks**
- Strong focus on training, support and personal/professional development - $3,000 to spend on agreed training each year
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