attention to detail with ability to see the bigger picture • Self-driven, disciplined and accountable • Ability
processes
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
risk assessments, financial analysis, and market research. •Review legal documentation of credit and investment
communication skills, both verbal and written. Strong research, numeracy, and numerical reasoning abilities.
Current best industry and company practices Claims research Technological enablers Embedding and applying
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