About Company
Berkshire Hathaway Inc., led by legendary investor Warren Buffett, is a multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. Renowned for its diverse portfolio of subsidiary companies and significant equity investments, Berkshire Hathaway operates with a philosophy centered on long-term value creation, disciplined capital allocation, and a robust ethical framework. While the parent company maintains a lean corporate structure, its subsidiaries span a vast array of industries, including insurance, manufacturing, utilities, retail, and more. Joining Berkshire Hathaway, even at an assistant level supporting its broader investment activities, means becoming part of an organisation synonymous with stability, strategic foresight, and unparalleled financial acumen.
Job Description
We are seeking a highly motivated and detail-oriented Investment Assistant to join our team in Newport, Wales. This is an exciting opportunity for an individual with a keen interest in financial markets and investment management to contribute to a dynamic environment, supporting our investment professionals. As an Investment Assistant, you will play a crucial role in ensuring the smooth and efficient operation of our investment activities, providing essential administrative and analytical support. You will be responsible for a variety of tasks that range from managing schedules and preparing critical documents to assisting with market research and data compilation. This position offers a unique chance to gain hands-on experience within a globally respected financial institution, expanding your knowledge of investment strategies, portfolio management, and financial compliance. The ideal candidate will be proactive, possess excellent organizational skills, and demonstrate a strong ability to manage multiple priorities in a fast-paced setting. We are looking for someone eager to learn, grow, and become an integral part of our commitment to excellence and long-term value creation. If you are ready for an immediate start and aspire to build a career in the investment sector with a world-renowned name, we encourage you to apply and contribute to our continued success.
Key Responsibilities
- Provide comprehensive administrative support to investment professionals, including calendar management, travel arrangements, and expense reporting.
- Prepare, proofread, and format various investment-related documents, presentations, and reports, ensuring accuracy and adherence to company standards.
- Assist with data entry, maintenance of client and investment databases, and information retrieval for analysis and reporting purposes.
- Conduct preliminary market research and gather financial data from various sources to support investment decision-making processes.
- Facilitate internal and external communications, handling correspondence, phone calls, and inquiries with professionalism and discretion.
- Coordinate meetings, workshops, and events, including agenda preparation, minute-taking, and logistical arrangements.
- Ensure compliance with all internal policies, industry regulations, and legal requirements, assisting with documentation and record-keeping.
- Collaborate with other departments to streamline workflows and improve operational efficiency.
- Manage and organize physical and electronic filing systems, ensuring confidentiality and easy accessibility of sensitive information.
- Undertake ad-hoc projects and tasks as required to support the broader investment team's objectives.
Required Skills
- Minimum of 2 years of experience in an administrative or assistant role, preferably within financial services or a corporate environment.
- Exceptional organizational skills and meticulous attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Strong written and verbal communication skills.
- Ability to prioritize tasks and manage time effectively in a fast-paced setting.
- Demonstrated ability to maintain confidentiality and handle sensitive information with integrity.
- Proactive and self-motivated with a strong work ethic.
Preferred Qualifications
- A degree in Finance, Economics, Business Administration, or a related field.
- Basic understanding of financial markets, investment products, and economic principles.
- Experience with financial software or CRM systems.
- Professional certifications relevant to the financial industry (e.g., Investment Management Certificate – IMC).
Perks & Benefits
- Competitive annual salary and performance-based bonuses.
- Comprehensive health and wellness benefits package.
- Generous pension scheme.
- Opportunities for professional development and continuous learning.
- Exposure to a diverse global investment portfolio.
- A dynamic and supportive work environment.
- Paid time off and public holidays.
How to Apply
To seize this exceptional opportunity and become an integral part of our team, please click on the application link below. We are looking for an immediate start and encourage all qualified candidates to submit their CV and a cover letter outlining their suitability for the role and their interest in joining Berkshire Hathaway. We thank all applicants for their interest, however, only those selected for an interview will be contacted.