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Client Investment Oversight Analyst

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Salary £20k to £30k
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/HCC/28637
Contact Hannah Cavaciuti
Date posted 17-04-2018

This nationally leading independently owned financial services company is looking for Private Client Administrator to join the City Based London Office. The main aim of this position is to work on the production, preparation and monitoring of documentation in relation to the Investment Cliuent Investment Oversight process.
Responsibilities:
• Doing the quarterly Private Client Review and monitoring the return of reviews and making note of any actions that might be required.
• The collation of quarterly data and prepare appropriate reports to provide to senior management.
• The calculation of the companies’ performance through the preparation of data.
• Preparation of performance outcomes for Learning and Development.
• To work on the annual private institution fund review.
Requirements:
• Being an cline-orientated individual.
• Strong qualifications at GCSE and A-level.
• Great communication and numeracy skills (GCSE in Maths and English)
• Great organisation skills.

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Contact Hannah about this job

AVP, Consultant