Provide investment focussed support to Investment Managers whilst liaising with clients, colleagues and intermediaries as required. Focusing on the account opening process, preparing written investment proposals and assisting in the preparation of bespoke investment reports and portfolio reviews. Monitor the team’s 'Know Your Client' reviews and assist in the maintenance of accurate and up to date KYC information. Build orders and place deals as directed by a competent Investment Manager.
Associate member of the Chartered Institute for Securities and Investments. Graduated from Liverpool John Moore's University with a 1st class degree in Accounting and Finance.
Enjoy playing football and keeping fit by going to the gym. Have also just started playing golf (badly). Spend most of my time out of work with my family.
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What attracts me about working for Investec is the bespoke management service we offer to all variety of clients.