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PORTFOLIO MANAGERS’ ASSISTANT
Bermuda Investment Advisory Services Limited is a full service investment management and advisory firm that is seeking an individual to join a team of energetic and committed professionals as a Portfolio Managers' Assistant.

Responsibilities and Duties:-

• Prepare account opening and all other documentation, including appropriate 'know your client information', to enable clients to operate their securities' accounts.
• Perform all routine customer service including checking activity, answering enquiries, and fulfilling other client requests.
• Provide administrative support to portfolio managers including conducting portfolio analytics, reviewing and analyzing client portfolios as well as scheduling and preparing documentation for all client meetings.
• Assemble and file research as well as taking the minutes of the investment committee meetings.
• Prepare documentation relating to securities trading and follow up to ensure trades have been correctly executed, filed and accounted for.
• Document client instructions in our proprietary client management system and monitor accounting records to ensure accuracy and that funds are available for the purchase of securities.
• Execute trades on a timely, efficient and accurate basis.
• Prepare nightly stock report.
• Various projects.

Minimum requirements include:-

• An investment qualification such as Canadian Securities Course, Canadian Conduct & Practices Handbook or USA/ UK equivalent. CFA level l pass preferred.
• At least two years experience as a client services administrator in the investment industry without CFA level l or one year's experience with CFA level l
• Experience in reviewing client's accounts to assess appropriate requirements.
• Strong written and verbal communication skills are essential.
• Must be professional and comfortable dealing with clients and be a 'people person'.
• High proficiency with Microsoft Excel and Word.
• Willingness to work long hours as necessary.

If you are looking for a rewarding and challenging career, please submit a detailed resume to:

BIAS is an equal opportunity employer