The successful candidate will be responsible for assisting with a range of Wealth Monitoring tasks including analysing the performance of portfolios, preparing treasury policy statements and reviewing the risk appetite of clients.
Candidates should have 1 -2 years previous experience in an investment role, as well as a relevant professional qualification (e.g. ACCA, CFA, CISI). The skills we are looking for include; strong analytical skills; a good understanding of financial markets and the ability to problem solve.
To apply, or to find out more about this exciting opportunity please email HR@oak.group