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Investment Team Assistant - Asset Manager

Graduate at Ad Idem Consulting Limited

Investment Team Assistant - Asset Manager

Graduate at Ad Idem Consulting Limited

  • LocationLondon, UK
  • Position levelGraduate
  • Job period iconFull-time employment
  • Application deadline iconPosted on 13 Oct, 2018
  • Start date iconStart date:
  • Visa iconVisa Sponsor
  • CompetitiveCompetitive

Corporate Profile

My client; an independently managed global asset manager whose main clients include pension funds, central banks, sovereign wealth funds, insurers, foundations, financial advisers and individual


Investments Support

Role description

Key responsibilities (to include but not limited to);

  • Providing administrative support for allocated Investment Teams
  • Complex diary management for key members of the teams
  • Meeting Coordination: organizing logistics for both internal and external meetings over various time-zones and different mediums; face to face, video conference, audio conference and telepresence
  • Travel Coordination: creating itineraries for sometimes complicated business trips, including the booking of flights, accommodation, transfers and submission of applications for visas
  • Monthly management of travel & expenses process for the team
  • Acting as the first point of contact for general and administrative queries
  • Providing phone coverage for allocated teams with the ability to handle calls in a professional manner, taking and passing on accurate and detailed phone messages in a timely manner
  • Assisting in maintaining accurate records on the research management system
  • Ability to prepare PowerPoint presentations, excel and word documents for team members as required
  • Printing and binding presentations for team members as required
  • General administrative support: producing letters, booking couriers, taxis, rooms, managing stationary, organising team events etc.
  • Ad hoc project work
  • Providing cover for departmental team assistants as and when required

Risk & Compliance Responsibilities

  • Adhering to the in-house Code of Ethics which forms part of employment contract, and which includes the following key policies: Management of Conflicts of Interest, Treating Clients Fairly,
  • Confidentiality of Client and Business Information, Handling of Inside Information, Personal Account Dealing, Disclosure of Outside Interests, Provision or receipt of Gifts, Entertainment, Events or other benefits
  • Ensuring Compliance forms are completed and returned on a timely basis
  • Ensuring attendance at Compliance training sessions, as well as completion of EvokeIT electronic training.

FCA Approval Required


Person specification

Technical knowledge and experience

  • Proven experience of providing team assistant support to large and busy teams.
  • Experience of working within the financial services sector (specifically Asset Management) of a similar size would be an advantage
  • Degree qualified (highly desirable)

Systems Skills

  • Extensive Outlook experience
  • Advanced Microsoft Word, Excel and PowerPoint

Personal attributes

  • Excellent interpersonal and communication skills; ability to be clear and concise when passing on information
  • Strong organizational skills
  • Ability to be proactive and think quickly
  • Ability to use own initiative
  • Confidentiality and ability to handle sensitive matters at all times
  • Composure under pressure
  • High attention to detail
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