Investment & Research Office Assistant 12 Months FTC
5d ago

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets.

We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years.

But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance.

At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Team Description

The role of the Investment and Research Office (IRO) is to help shape the firm's high level investment strategy and asset allocation, oversee portfolio construction, and provide central coverage of a range of investment vehicles.

The team currently comprises 30 people.

Description of role and key responsibilities :

The IRO assistant will be responsible for coordinating the department, liaising with team members and other stakeholders to ensure projects are delivered and activities are logged.

These activities include :

  • Organising travel and events
  • Coordinating IRO PR and marketing activities with the Marketing team
  • Maintaining our collection of pitch documents and FAQs
  • Logging PA dealing and compliance requirements
  • Coordinating offsites and project work
  • Creating and updating presentations and IRO documents
  • Assisting the CIO in coordinating reporting for committees
  • Helping the team with ad-hoc tasks
  • Core skills and knowledge

  • A very good working knowledge of Word, Excel, and PowerPoint
  • Do you have interest in the investment management industry?
  • Do you ability to pick up tasks quickly and work with limited supervision to tight deadlines?
  • Excellent attention to detail
  • Enthusiasm and self-motivation
  • Good time management skills
  • Willingness to learn and develop communication skills
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