Job details

Location

London

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Description

Our client is a leading and award-winning investment management house. Due to continued business growth, they are now looking to recruit an Investment Management Assistant to join their highly respected Charities team on a permanent basis.

Reporting directly to senior members of the Charities team, the Investment Management Assistant will take responsibility for the following duties:

• Support the management of charity and not-for-profit client portfolios, including preparing valuations, meeting packs, and investment presentations
• Monitor investment dashboards and ensure ongoing compliance with client mandates
• Conduct data analysis and visualisation to support portfolio decisions a...