Investment Assistant - Dundee, United Kingdom - DC Thomson

DC Thomson

Verified Company

Dundee, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

William Thomson & Sons are looking for a talented Investment Assistant to join their team.

You would be a key colleague within the team, preparing analytic reports across our Investment Portfolio, producing reports for the annual DC Thomson AGM.

You will have a keen eye of detail, enjoy working in a fast-paced environment and enjoy having exposure to our Directors supporting them with ad-hoc reporting requests.

Requirements:

Key tasks:

Deliver monthly and ad hoc investment reports and analytics as required
Maintain performance measurement records for funds
Provide information for client presentations and annual reports
Track income and maintain income forecasts for funds
Responsibility for collating information for shareholder voting for AGMs and corporate actions
Monitor portfolios as required for regulatory purposes
Create and monitor key investment information for team

Skills/ Qualifications:

Strong numeracy skills
Excellent attention to detail
Ability to multitask, happy working to tight deadlines
Excellent planning and organisational ability
Strong interpersonal skills
Selfmotivated, with a high degree of initiative

Benefits

This is a fulltime, permanent position, working 35 hours per week from our Meadowside Office or on a remote basis. We offer a generous package including 34 days holiday, Health Cash Plan, excellent Pension, a competitive salary, and many more staff discounts and benefits._