Investment Assistant - Property

Recruiter
Candidate Source
Location
Gloucestershire, UK
Salary
Competitive
Posted
12 Jul 2019
Closes
22 Jul 2019
Ref
1186887559
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A dynamic and forward-thinking company with more than 20 years' experience of trading in the UK investment markets is seeking an Investment Assistant to join its team based in Gloucestershire. The company actively support your knowledge growth through working with its experts and develop your abilities through sponsorship of qualifications.

The company's products and solutions have continually evolved to suit the challenges facing investors. The company have adapted and strengthened to ensure that its solutions remain tax-efficient, transparent and compelling. Throughout this evolution, the company have grown in partnership with its clients and professional advisors and now have more than £300 million of assets under administration and management.

As an Investment Assistant, your responsibilities will include:

- Setting up and maintaining client files on our Client Management System
- Accurately recording cashflow and producing quarterly valuations
- Working with Managers and Analysts on deals as required
- Liaising with other areas of the business, including Marketing and Client Resourcing, to ensure a smooth transfer of marketing materials and information
- Providing administrative support, including drafting meeting agendas, taking minutes and organising events
- Conducting market research on the lending and property development industries
- Helping the Head of Property to ensure that processes and controls are implemented correctly
- Contributing to the creation and reporting of management information, including analysing loan book metrics and key trends.

Once competent in this role, you will move to the position of Analyst where additional responsibilities will include; drafting Heads of Terms, loan redemption statements, financial models and committee papers for review by the Investment Manager, liaising with brokers, surveyors, borrowers and solicitors before and during the course of a property loan and conducting financial and commercial due diligence on prospective property transactions.

To be a successful Investment Assistant you will have the following skills and experience:

- A degree 2:1 or equivalent.
- A demonstrable interest in the Property sector.
- Articulate in all Microsoft packages.

In return, the Assistant will receive a salary of £25,000 pa.

To apply for this job, click the apply link online and send your CV today!

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