to make informed investment decisions Conduct research and perform due diligence on potential investment
Knowledge of taxation legislation and ability to research legislation. Integrity and trustworthiness. Co-operative/team
annual client meetings, e.g. back testing, fund research etc. Where necessary prepare comparisons, summary
the necessary quantitative analysis, solution research, stakeholder engagement, compiling detailed product
communication skills, both verbal and written. Strong research, numeracy, and numerical reasoning abilities.
the necessary quantitative analysis, solution research, stakeholder engagement, compiling detailed product
annual client meetings, e.g. back testing, fund research etc. Where necessary prepare comparisons, summary
annual client meetings, e.g. back testing, fund research etc. Where necessary prepare comparisons, summary
about business (actively demonstrates through research / networking etc a natural curiosity for business