Investment Professional - Manchester - Analyst
On-site · Manchester, England, United Kingdom
Job Summary
Investment Professional - Analyst role supporting a team of Client Advisors in private banking, handling operational support, onboarding and account documentation, assisting with periodic reviews, client communications, reporting, and project work. Requires university degree (or equivalent), strong PowerPoint/Excel skills, excellent interpersonal abilities, discretion with confidential information, and a proactive, detail-oriented, team-oriented mindset. Located in Manchester, UK.
Required Qualifications
- University degree (preferably in finance, law or business related subject) or equivalent
- English fluent
- PowerPoint and Excel expertise
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Good judgment and problem solving skills
- Ability to work both independently and as a team player
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