Equity Research Assistant

£30k - £30k per annum


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About the role:

A British Multinational Bank is currently looking for 2 Equity Research Assistant to join their London Office on a permanent basis. Hybrid working arrangement after training is completed.

This role is an administrative position that mainly focus on processing the Travel and Expenses for a large number of analysts in the bank’s equity research team alongside with other administrative tasks.

Key responsibilities:

  1. Booking all business-related travel and arranging the necessary logistics:
  • Managing complex travel/meeting schedules
  • Ensuring all travel adheres to the T&E policy
  • Arranging visa’s and licences where necessary
  • Processing of all expenses in Concur within T&E guidelines and deadlines
  • Working with the Roadshow team and Marketing coordinator on all logistics of analyst marketing
  • Diary Management
  1. Ensure all systems are maintained
  • Ensuring contacts, clients and interactions are accurately captured in the relevant systems
  • Management and thorough understanding of team’s client/distributions lists
  • Super user and first point of contact for all systems frequently used by the team
  1. Working closely with the Business Management team and Compliance to help ensure that all team activities are undertaken in accordance with firm guidelines and filtered through the correct channels for consultation and approval e.g. Gifts & Entertainment logging
  2. Facilitating ad hoc requests from the team (Excel and Powerpoint)
  3. Ensure all calls are answered in a professional manner & where possible are acted upon proactively
  4. Raising all new Subscriptions, Market Data, IT requests and IT incidents on behalf of the team(s), troubleshooting and following through to resolution
  5. Team player; Help to ensure there is reciprocal cover across the Research Assistant support group during times of absence. Flexibility and willingness to help across sector teams when required.

Experience and qualities:

  • Proficient Microsoft Office skills (Word, Powerpoint, Excel, Outlook)
  • Excellent communication skills both verbally and written
  • Highly organised
  • Resilient
  • Proactive, flexible and able to prioritise
  • Attention to detail
  • Ability to work quickly, accurately and effectively during times of increase workflow
  • Effective time management skills
  • Discretion and confidentiality
  • Team player
  • Experience managing a high volume of complex travel bookings
  • Accustomed to working within a Team environment
  • Previous Investment Banking experience preferable but not essential


paying up to £30K p.a. plus benefits

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