Graduate Investment Assistant

Posted 18 October by Adjacency Recruitment

As an Investment Assistant in my clients' team, your responsibilities will include:

  • Setting up and maintaining client files on our Client Management System
  • Accurately recording cashflow and producing quarterly valuations
  • Working with Investment Managers and Investment Analysts on deals as required
  • Liaising with other areas of the business, including Marketing and Client Resourcing, to ensure a smooth transfer of marketing materials and information
  • Providing administrative support, including drafting meeting agendas, taking minutes and organising events
  • Conducting market research on the lending and property development industries
  • Helping the Head of Property to ensure that processes and controls are implemented correctly
  • Contributing to the creation and reporting of management information on our investment companies, including analysing loan book metrics and key trends

To be a successful Investment Assistant you will hold a degree and have a good academic record.

You will possess good communication, written and interpersonal skills and strong numerical abilities.

In addition, demonstrable organisation skills and astuteness for detail are key for this role.

You will be self-motivated to achieve, supporting the team with enthusiasm, tenacity, resilience, and ambition. To be successful you will thrive on developing your knowledge and will be passionate about studying through internal and external training and qualification to learn more about their industry and products.

Their Investment Assistants are team players who actively contribute to the success of the team through consistently high performance. You will be comfortable working in a fast-paced, professional working environment and be articulate in all Microsoft packages.

Study Support is Provided.

Required skills

  • Investment
  • Property
  • Graduate Students
  • Graduate Level

Application questions

Do you have property experience?
Do you have any experience with Investment?

Reference: 38403922

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