Department: Investment Process Implementation
Job Category: Support
Location: London, GB, EC2V 7QN
Date: 29 Jan 2025
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
Job Title: Research Administration Executive
Department: RIM Research Location: London Contract Type: 6 month fixed term contract The Role
Responsible for providing operational and administrative support to Research teams and investment committees. This includes but is not limited to the preparation of papers and production of minutes for various investment committees, internal meetings arrangement, review and updating of procedures and training materials, assistance with the organisation of company meetings and corporate access to support the investment research process and the undertaking of other administrative and project-related tasks to support Research and the wider company. Outcomes of the Role
Provide secretarial/PA support for several investment committees and perform various other committee-related responsibilities work, including minute taking, recording and following up on action points, agenda and meeting papers creation and scheduling of meetings. Perform diary management for research teams as needed. Prepare and submit expenses and purchase orders. Assist with travel and accommodation bookings for research team members. Assist with the testing of new MS applications and other systems as required. Help the wider Research Administration team in managing the supply of and demand for external company meetings and contribute in contacting investor relations teams to organise said meetings proactively. Develop a structured approach to external meeting organisation to reflect changing organisational and regulatory requirements. Support with the carrying out of general operational activities and provide cover when required. Provide suggestions to improve operational and administrative procedures, helping to make them more streamlined and efficient. Contribute towards the continuing development of the Research department and wider business by participating in new projects and initiatives as requested. Knowledge, Skills and Experience
Demonstrable experience working in a similar role in Financial Services, the Investment or Wealth Management industry. Minute-taking experience and proficient ability essential. Intermediate to advanced knowledge of MS Office suite of applications. Excellent time management and ability to complete duties in a methodical and precise manner, reprioritising tasks if needed and fulfilling them in an efficient and timely way. Experience of working in a busy, deadline driven environment. Ability to plan, prioritise and structure workflow. Ability to take initiative, problem solve effectively and work autonomously. Quickly learn and articulate understanding of our investment process, and the products and services Rathbones provide. Demonstrable understanding of the regulatory environment in which we operate. Experience in establishing and maintaining constructive working relationships. Demonstrable interest in ESG and responsible investment themes an advantage. Life at Rathbones
We aim to become an employer of choice for the wealth management sector. To achieve this, we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
#J-18808-Ljbffr
Department: RIM Research Location: London Contract Type: 6 month fixed term contract The Role
Responsible for providing operational and administrative support to Research teams and investment committees. This includes but is not limited to the preparation of papers and production of minutes for various investment committees, internal meetings arrangement, review and updating of procedures and training materials, assistance with the organisation of company meetings and corporate access to support the investment research process and the undertaking of other administrative and project-related tasks to support Research and the wider company. Outcomes of the Role
Provide secretarial/PA support for several investment committees and perform various other committee-related responsibilities work, including minute taking, recording and following up on action points, agenda and meeting papers creation and scheduling of meetings. Perform diary management for research teams as needed. Prepare and submit expenses and purchase orders. Assist with travel and accommodation bookings for research team members. Assist with the testing of new MS applications and other systems as required. Help the wider Research Administration team in managing the supply of and demand for external company meetings and contribute in contacting investor relations teams to organise said meetings proactively. Develop a structured approach to external meeting organisation to reflect changing organisational and regulatory requirements. Support with the carrying out of general operational activities and provide cover when required. Provide suggestions to improve operational and administrative procedures, helping to make them more streamlined and efficient. Contribute towards the continuing development of the Research department and wider business by participating in new projects and initiatives as requested. Knowledge, Skills and Experience
Demonstrable experience working in a similar role in Financial Services, the Investment or Wealth Management industry. Minute-taking experience and proficient ability essential. Intermediate to advanced knowledge of MS Office suite of applications. Excellent time management and ability to complete duties in a methodical and precise manner, reprioritising tasks if needed and fulfilling them in an efficient and timely way. Experience of working in a busy, deadline driven environment. Ability to plan, prioritise and structure workflow. Ability to take initiative, problem solve effectively and work autonomously. Quickly learn and articulate understanding of our investment process, and the products and services Rathbones provide. Demonstrable understanding of the regulatory environment in which we operate. Experience in establishing and maintaining constructive working relationships. Demonstrable interest in ESG and responsible investment themes an advantage. Life at Rathbones
We aim to become an employer of choice for the wealth management sector. To achieve this, we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
#J-18808-Ljbffr
