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
communication skills, both verbal and written. Strong research, numeracy, and numerical reasoning abilities.
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
annual client meetings, e.g. back testing, fund research etc. Where necessary prepare comparisons, summary