Investment Assistant Job Description

Investment Assistant Job Description

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Investment assistant provides office assistance such as receiving and routing mail, keeping calendars, making copies, setting up filing system, and creating/updating Excel spreadsheets and Word documents.

Investment Assistant Duties & Responsibilities

To write an effective investment assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included investment assistant job description templates that you can modify and use.

Sample responsibilities for this position include:

Microsoft Office proficiency and the ability to clearly explain steps as needed
Assist in the coordination of meetings, including scheduling conference rooms, coordinating audio/ visual support, setting up online meetings
Working alongside the relevant investment teams, perform daily administrative functions in a punctual, professional manner while maintaining high level service standards
Providing back up support to Investment Specialists on queues during periods of high call volume
Accepts, screens and routes telephone calls
Provide general administrative support to the team and senior members of the COO team
Maintain excel spreadsheets/databases
Taking minutes for key business meetings
Assist across various ad-hoc projects, LOBs events and operational issues as and when required
Act as a BCP coordinator for the department

Investment Assistant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Investment Assistant

List any licenses or certifications required by the position: CPA, AML, KNF, ID, HFMA, CMA

Education for Investment Assistant

Typically a job would require a certain level of education.

Employers hiring for the investment assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Finance, Communication, Business, Accounting, Economics, Graduate, Management, Business/Administration, Marketing, Advertising

Skills for Investment Assistant

Desired skills for investment assistant include:

Microsoft Office
PC applications
Spreadsheets and word processing
Asset
Creosus
Word and Excel
Industry to cultivate clients’ trust
Basic media math and analytical techniques is desirable
Key regulatory controls and ability to manage accounts in accordance with firm policies and procedures
Investments

Desired experience for investment assistant includes:

Strong Excel, Access or automated auditing tool ACL skills considered a plus
Must have experience supporting multiple professionals at the same time
Able to work with a high degree of autonomy part of a team
Undergraduate degree in Business, Finance, Economics or related field with a minimum overall GPA of 3.2
Prepare specialized analysis, presentations or regular reporting
Partner with Business Managers and other support functions to provide optimal communication, support & coordination of the IBK, CBK and CM department

Investment Assistant Examples

1

Investment Assistant Job Description

Job Description Example
Our growing company is looking for an investment assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment assistant
  • Assist in the preparation of the SFAS 157 hierarchy disclosure the Level 3 derivative trade roll-forward
  • Prepare support for internal and external audit requests
  • Assist in preparing the derivative footnote disclosure for the quarterly SEC filings
  • Prepare schedules for the Financial Results Package and Operating Supplement
  • Prepare support for MD&A disclosures in the quarterly and year-end SEC filings
  • Assist in automating the derivative footnote disclosures
  • Assist in implementing new accounting standards relating to derivatives
  • Assist in accounting for losses under SFAS 163
  • Manages multiple complex and ever-changing calendars
  • Processes a high volume of expense reports in a timely manner, ensuring expenses comply with bank policies
Qualifications for investment assistant
  • Ability to handle situations and clients professionally and with a high level of diplomacy
  • Experience with organising client entertainment functions
  • A keen eye for accuracy and detail
  • Team player, proactive, good attitude, energetic & hard working
  • Experience with basic desktop publishing applications would be preferred
  • A proven track record in reporting high volume numbers within various formats on a continual basis
2

Investment Assistant Job Description

Job Description Example
Our growing company is hiring for an investment assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment assistant
  • Assist in the administration and coordination of a variety of administrative projects and provide quality control
  • Plan and organize support for CIS Board of Advisor meetings and Annual Graduate and Undergraduate Student Investment Funds Meetings
  • Maintain departmental databases and related records, enter and/or verify transactions
  • Manage budgets, equipment, supplies and purchases
  • Ensure confidentiality and control access to sensitive information including student and financial data and reports
  • Develop and maintain office websites and center materials
  • Provide administrative support for co-curricular and academic support programs
  • Plan and coordinate events and functions
  • Conference planning, scheduling and execution (in coordination with other team members)
  • Develop and refine PowerPoint presentations
Qualifications for investment assistant
  • Working knowledge of general office procedures with demonstrated administrative skills, Outlook, Word, Powerpoint, and Excel
  • Thorough knowledge of Concur and Salesforce a plus
  • Ability to clearly communicate investment information
  • Undergraduate degree in Business, Finance, Economics or related field.Resumes without an overall GPA stated will not be considered
  • Complete documentation for accounts opening, closing, wires, and visitation
  • General office support including answering phones, taking messages, fielding/screening incoming calls, filing, copying, scanning, printing
3

Investment Assistant Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of investment assistant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment assistant
  • Responsible for responding to client questions related to billing, invoices and resolving problems
  • Prepare materials for client presentations, new account set-up and maintenance and annual account investment reviews
  • Assist Portfolio Management team in performing initial account reviews, in accordance with the account's objectives, the department's investment policy guidelines, securities guidance lists, research and reporting
  • Perform securities trades as directed by Portfolio Managers pursuant to Department policies and procedures, including the use of automated order entry programs, and transfers of securities
  • Responsible for the maintenance of special securities watch/pricing lists and maintenance of documents that evidence Proxy voting activities
  • Oversee multiple vendors, work with TAG partners to ensure efficiency and stability of systems
  • Responsible for recording minutes during committee meetings
  • Create, edit and format PowerPoint presentations, correspondences and reports for internal and external clients
  • Book frequent travel for team members track vacation days for the team
  • Generate expense reports for team members, maintain and improve filing system
Qualifications for investment assistant
  • Good knowledge of general office procedures with demonstrated administrative and secretarial skills
  • Good understanding of the policies, practices, and function of the business unit
  • Demonstrated ability to work independently and plan and manage short-term, routine projects
  • Bachelor’s degree or equivalent in training and experience
  • Demonstrated proficiency/experience with Salesforce.com or equivalent CRM
  • High School diploma or equivalent and/or 1-2 years professional experience
4

Investment Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of investment assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment assistant
  • Managing diaries and meeting room bookings
  • Provide ad hoc project support assist in early stage research, ongoing reporting and PowerPoint presentations
  • Minute taking and arranging off- sites for large team meetings
  • Coordinating and preparing client reviews, including data entry, research, and production
  • Assisting portfolio analysts with client reviews and account maintenance
  • Assisting traders with portfolio changes and trade calculations
  • Utilizing Client Relationship Database (CRM) to maintain client information, create reports, input notes, and facilitate emails
  • Sending notifications on stock downgrades and corporate action notifications
  • Assisting in the preparation of client media billing estimates under the supervision of the Buyer and/or Supervisor
  • Maintaining accurate computer inputting (print insertions, station buys, bonus spots, pre-buy, post-buy analysis input)
Qualifications for investment assistant
  • All BMO IC Staff and Leadership Team
  • BMO IC Management Team
  • Proficiency in MS Office applications (Excel and Word) and ability to learn new applications
  • Detail oriented, enthusiastic and flexible
  • Ability to partner with co-workers
  • Excellent documentation skills and attention to details on administrative tasks
5

Investment Assistant Job Description

Job Description Example
Our company is looking to fill the role of investment assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment assistant
  • Checking contracts for Buyer and/or Supervisor as required (signing and returning to sales representatives)
  • Inputting all contract numbers into UM Canada Investment computer system
  • Monitoring insertions, pre-emptions and process makegoods (initially, just inputting makegoods but eventually negotiating makegoods under supervision of the Buyer and/or Supervisor)
  • Becoming proficient with media-related tools
  • Assisting in solving/clearing billing discrepancies/queries in a timely manner
  • Becoming proficient with BBM/Nielsen/PMB/ABC and other research systems/programs (as appropriate)
  • Attending media seminars and presentations as required
  • Becoming involved in the actual buying process when appropriate training has occurred
  • Develop a working knowledge of trade media and national television through working closely with managers and specialists
  • Track and maintain all media partnerships utilizing excel and internal databases
Qualifications for investment assistant
  • Minimum 3 years experience in a administrative role
  • Ability to problem solve and work autonomously
  • Business/Accounting/Finance/mathematics degree preferred but not required
  • Working knowledge of Bloomberg Terminal and/or Morningstar database
  • Experience with Acrobat Pro DC
  • Box.com (or similar file-sharing site) experience

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