Overall responsibility is to provide administrative support to the Financials teams. The role presents the opportunity to work within a major investment bank in a leading research house that is developing distinct and thematic research product offerings. The Team is based in Canary Wharf, London.
KEY RESPONSIBILITIES Research
- Maintain publications stats and account review files.
- Maintain survey tracker and results files.
- Maintain Weekly Price Monitor and EROC files.
Team Marketing
- Prepare and maintain marketing presentations to a high standard, using PowerPoint.
- Create marketing schedules in Velocity and maintain marketing plan file.
- Organise and manage client conference calls.
- Liaising with clients and Citi colleagues across regions to organise meeting schedules.
- Arrange client events – conference calls, lunches and dinners.
- Maintain client activity spreadsheet.
- Maintain client team lists and priority call lists.
Team Administration
- Manage team diaries and analysts time effectively.
- Provide telephone cover for the team with contact/communication with high-level internal management, clients, corporates and senior management in other firms. Manage internal banking v research interaction.
- Manage Public Appearance requests and maintain Sales Restriction file.
- Maintain filing systems, team publications and subscriptions, both hard copy and electronic copy.
Qualifications PERSONAL REQUIREMENTS Competencies: - Ability to work to regular timetables under limited supervision.
- Strong communication skills – must be a confident and effective communicator at all levels and be able to deal with strong personalities.
- Strong written communication skills.
- Possess a proactive attitude combined with an ability to take the initiative.
- Ability to pick up new tasks quickly.
- Accuracy and close attention to detail.
- Ability to remain calm and efficient, particularly when working to tight deadlines.
- Ability to multi-task and re-prioritise tasks continually.
- Methodical approach and strong organizational capabilities.
Skills and Qualifications - Advanced PowerPoint, Word and Excel, with the ability to produce charts and graphs, preferably with advanced graphic design skills.
- A strong command of the English language (oral and written) is essential.
- Candidates will ideally have 2+ years’ experience working within the financial services industry, preferably within an investment research environment.
- A basic understanding of the financial services industry.
Additional Requirements Core working hours are 0900 to 1700 but will sometimes be required to work additional hours, which teams will advise in advance.
WHAT IS CITI RESEARCH?
Citi Research
Citi Research focuses on delivering the highest quality company, sector, economic and geographic insights to our clients globally. The unit includes equity and fixed income research, economic and market analysis and product-specific analysis to help individual and institutional clients navigate a complex global marketplace. Citi Research is committed to maintaining the highest level of independence and objectivity in its proprietary products and insights.
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Valuing Diversity: Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.
Citi is an Equal Opportunities Employer
