Assistant Investment Officer - Bristol

£24,000 - £30,000 - Accountancy / Finance
Ref: 1954 Date Posted: Tuesday 03 Dec 2019
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We are partnering with a Central Bristol Based investment company who are looking to strengthen their team by recruiting for an Assistant Investment Officer to partner with the Investment Officers and Investment Principle. You will be working closely to deliver a series of Risk and Return portfolios for clients and attend client meetings.

Your responsibilities will include;

  • Using quantitative and qualitative analysis methods and techniques to support market and manager research
  • Support to the wider Private Markets team for thorough manager selection, due diligence and monitoring across the assigned Portfolios
  • Coordination of and attendance at manager due diligence meetings.
  • Maintenance of records supporting launch, monitoring and due diligence activities
  • Responsible for the generation of commentary and insight for periodic Client reporting.

To be a success in this role you'll need;

  • Experience within the investment decision and management process, either at an FCA-regulated Investment Manager or within an asset owner
  • Holds an understanding of approaches to Portfolio construction
  • Ability to demonstrate an understanding of statistical and quantitative techniques
  • Holds, or is willing to work towards, an investment qualification; CFA or similar preferred

If you are interested in this role please click apply