Wealth Management - Operational Support/Assistant to Portfolio Managers Wealth Management - Operational Support/Assistant  …

F&L Search
in Paris, Ile-de-France
Permanent, Full time
Last application, 24 Nov 20
F&L Search
in Paris, Ile-de-France
Permanent, Full time
Last application, 24 Nov 20
Posted by:
Rob Farenden • Recruiter
Posted by:
Rob Farenden
The candidate will seek to co-ordinate and to develop strong working relationships across the firm including Operations, Investment Research, members of the Portfolio Management team as well as Legal and Compliance.

Support to the PM and sales team with

  • Preparing presentations for both prospective and existing clients

  • Preparing trade instructions and following these through to confirmation with the custodians

  • Updating general presentations on a regularly basis

  • Co-ordinating valuation / reporting issues on behalf of the PM team with the Middle Office team and the provider of our IT platform

  • Maintaining client information within our internal database

  • Suitability notes for specific investments and record keeping

    Risk management

  • Preparing stress tests / risk dashboard on client and model portfolios

  • Assisting with the risk management process such as checking and documenting internal procedures

    Legal & Compliance

  • Updating Client operating memorandum

  • Updating internal procedures

  • Assisting the Risk and Compliance Officer with:

o the implementation and monitoring of any new regulations
o regulatory reporting for SICAVs and OEICS as well as requested by local regulators


There will be a small element of office management

Skills and experience

The applicant must be fluent verbal and written in both French and English with excellent numeracy skills and exceptional attention to details. Other skills required include:

  • Proficiency in Microsoft Office

  • Familiarity with banking platforms

  • Ability to work under pressure

  • Highly organised, motivated and capable of seeing projects through from beginning to end

  • Flexible, able to work autonomously as well as take direction as needed

  • Results oriented – a flexible thinker with a “can-do” attitude

  • Experience in building strong and effective internal and external relationships

  • Absolute discretion


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