Investment Management Support Analyst

  • Job Reference: CLR310702
  • Salary: £Competitive
  • Location: London
  • Contact: Jamie Smith on +44 (0) 20 3372 6991 or

Our client are a leading wealth management company based in the City. They are currently seeking a Investment Management Support Analyst to help the Business Manager in the support of the Investment Management department and liaison with other departments within the Firm. To assist with day to day enquiries and/or issues from other departments, the implementation of projects and initiatives, regular monitoring initiatives and the production of management information as required.

What you'll do:

  • Assist with the day to day enquiries or issues from Investment Managers or other departments
  • Assist with Investment Management monitoring, escalating issues to the Business Manager where appropriate
  • Participate and assist in the implementation of projects and company initiatives
  • Responsible for the production of Management Information in support of the running of the department
  • Responsible for keeping information up to date on the company intranet and developing / enhancing usage of the tool
  • Responsible for updating and maintaining the Investment Management Procedures Handbook and other procedures and documentation

What we need from you:


  • Advanced MS Excel and PowerPoint skills
  • Highly analytical and numerate
  • Proactive, self-starter, able to work independently
  • Good problem solving skills
  • Well organised
  • Excellent interpersonal skills. Ability to get on with people at all levels.
  • Excellent written and verbal communication skills


  • Experience in a wealth / asset management firm
  • Good project management skills and experience
  • Experience of working with CRM systems, preferably Microsoft Dynamics
  • Knowledge of Eximius
  • Educated to degree level