Responsibilities

  • Reviewing detailed financial models

  • Initial qualitative reporting on prospective clients, determining viability of the business case

  • Creating and reviewing client investor materials, I.e Pitch decks and client teasers

  • Attending client meetings and new business meetings

  • Writing detailed briefing and meeting notes

  • Providing advice to clients in guidance from senior team members

  • Leading on the client on-boarding processes

 

Criteria

  • Minimum 2.1 University Degree

  • 1 year of proven work experience in financial services sector

  • Strong communications and presenting skills

  • Strong work ethic

  • Proven analytical and organizational skills with the ability to lead specific management task functions

  • Able to travel to participate in networking and client events

  • Ability to work well under pressure