Investment Analyst with English

Xerox is seeking a Junior Investment Analyst (Entry Level) and/or an Investment Analyst with 2-4 years of experience with investment/assets analysis

Job purpose and objectives:

Working on a variety of client service projects under the supervision of more experienced consultants.

Delivery/Subject Matter Expertise

• Handling the preparation of performance monitoring reports, including receiving and reviewing data from investment managers to ensure quarterly deadlines are met
• Participating in the development of client deliverables
• Assisting in the preparation of letters and reports
• Assisting in the preparation of Statement of Investment Principles and Asset Liability Reviews
• Assisting in completion of asset transfers
• Attaining billable hours objective by applying acquired skills in the production of client deliverables

Client/Market

• Liaising with investment managers on data and administrative matters
• Communicating client workload issues and seeking help, as needed, in setting priorities
• Responding to deadlines (from clients and more senior personnel)

Other

• Ensuring own work is peer reviewed as appropriate
• Maintaining accurate time recording and charging to clients where applicable
• Staying abreast with applicable regulatory bodies
• Adhering to Corporate Policies and Procedures (CCPs)

Xerox in addition to highly competitive salary, annual bonus and employee benefit package, offers:

• Full time, permanent contract with working hours Monday-Friday 10am-6pm
• Friendly, professional and international environment
• Great opportunity and potential to grow inside the company
  
  

Requirements:

• Education: a Bachelor's (or equivalent) degree
• Very good knowledge of MS Office package (especially MS Excel)
• Excellent analytical skills and attention to details
• Must be fluent in English, both written and verbal.
• Ability to grasp and familiarize oneself with investment terms and concepts
• An interest in investment matters and markets
• Some knowledge & understanding of retirement plans, plan administration, investment markets, investment managers, and Pension Plan valuations

Desired skills:

• All-round communicator
• Able to prioritise, organise and carry out tasks within deadlines
• Good numeracy and literacy skills
• Computer literate
• Confident and highly presentable
• Willing to learn and a flexible approach to work
• Self-starter and good problem solving skills
• Good listening skills and able to take direction well
• Communicative and taking initiative