Graduate - Investment Communications - Realindex Investments

Role overview 

Reporting to the Investment Manager, this is a varied role focusing on supporting the servicing of Realindex’s institutional clients. The role will be responsible for (but not limited to) reporting, presentations, database and questionnaire management, responding to ad-hoc client requests and assistance with compliance matters. This is an exciting opportunity for a bright, self-motivated and highly organised individual to join a fast-growing systematic equities business and contribute to its ongoing development. 

Key Responsibilities 

• Client reporting including monthly, quarterly and annual reports, and the inclusion of new and evolving requirements. 
• Create high quality and accurate PowerPoint presentations.  
• Editing and formatting of research papers.  This involves working with compliance and marketing to gain the appropriate approvals and ensure the final document is uploaded online. 
• Maintain external research databases and various internal registers. 
• Assist in the preparation, compilation and participation in asset management questionnaires and proposal requests. 
• Be part of and report on proxy voting and engagement activities  
• Coordinate and respond to ad-hoc client queries. 
• Assist in the maintenance of the Realindex website and other external marketing materials.  
• Assist in maximising business productivity through providing proactive support and organisation. 
• Participate proactively and constructively in the continuous development of trust and team spirit within the team, with clients and across the Realindex and FSI businesses. 

Required Capabilities 

• An understanding of Investment Management and an undergraduate degree, preferably in Business / Finance / Economics / Accounting. 
• Excellent organisational, leadership and time management skills. 
• Advanced proficiency in Microsoft PowerPoint and Excel. 
• Excellent communication skills, both written and verbal. 
• High attention to detail and strong analytical and problem solving skills. 
• Proven success in a multi-tasking environment and ability to deliver at pace on tight deadlines. 
• Proven ability to adapt and move with a changing environment. 
• Ability to work autonomously. 

Personal Attributes 

• Personable with a positive ‘can do’ attitude. 
• Team focussed.   
• Takes responsibility and is reliable. 
• Strong communicator. 
• Respect for confidentiality and privacy. 
• Willingness to develop technical skills and learn/expand experience with reporting software and tools (e.g. FactSet, VBA, SQL).