CHASE DE VERE Salary

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  Guildford
6 CHANTRY QUARRY CHANTRY QUARRY GUILDFORD GU1 3AF UNITED KINGDOM
Rating of the company
based on 0 evaluations
3 reviews in total

Earnings on positions in CHASE DE VERE

CHASE DE VERE is looking for employees for positions:

investment analyst

Language

  • english

Requirements

  • educated to degree level or equivalent, either academically or professionally
  • experience of working in an investment-related environment
  • superior organisational, operational and administrative skills
  • A track record of successfully performing administrative responsibilities – a strong compliance and regulatory focus preferred
  • exceptional attention to detail
  • an understanding of the financial services sector and regulatory context
  • strong communication skills, both verbal and written
  • the ability to work as part of a team and maintain a positive, resilient and flexible approach to work

Responsibility

  • maintaining and developing the company’s core investment fund panels
  • constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
  • constructing simple and complex spreadsheets that will support the discretionary model portfolio service
  • assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
  • working with external research companies, product providers for collating regular and ad-hoc information requests
  • assisting in the administration of the Investment Proposition across multiple investment platforms
  • producing and maintaining process documents for role responsibilities
  • adhere to regulatory and compliance guidance at all times while consistently delivering to the highest service standards

client administrator

Trade

  • banking & Finance
  • Banking & Finance

Responsibility

  • completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
  • responding to queries and enquiries from advisers, clients and product providers