Access to the Discussion
You work with the colleagues who use your analysis or depend on the records you prepare. Understanding the next step helps you see why a particular detail needs attention.
Myers & Cooper Careers
Know where your work goes.
Myers & Cooper offers roles close to the investment and client work of the office. We look for people who can follow a question through and take responsibility for the quality of what they hand over.
Working at Myers & Cooper
Learn through the work itself.
Feedback on Specific Work
Feedback concerns the assignment in front of you, whether that is a written note or a reconciliation. Colleagues explain the changes required so you can apply the reasoning to the next piece of work.
Technology with a Defined Task
We use approved tools to support day-to-day work and expect staff to check the output. Client information is handled within the permissions agreed for the assignment.
Responsibility for the Handover
A piece of work is ready to pass on when its status and outstanding questions are understood. Myers & Cooper expects colleagues to flag a difficulty early and give the next person enough context to act.
Current Opportunities
The roles below support different parts of the office. Each combines responsibility for assigned work with oversight from the colleague responsible for the relevant function.
Investment Analyst
The Role
You will support Myers & Cooper’s investment assessments through company research and financial analysis. The role involves preparing material for an advisor’s consideration, with recommendations approved by the professional responsible for the engagement.
Responsibilities
- Financial analysis: Maintain financial models and investigate the assumptions behind projected results.
- Research notes: Summarize an investment proposition with supporting information and questions requiring further work.
- Investment materials: Examine company disclosures and fund documents, recording the information relevant to the assigned assessment.
- Monitoring support: Update research when new results or material developments become available.
- Research tools: Use approved AI tools for defined preparation tasks and check their output against original documents.
Requirements
- Experience: 2–4 years in investment research or a related analytical role in financial services.
- Financial knowledge: Working knowledge of financial statements and valuation methods.
- Excel: Ability to maintain a financial model and check the formulas supporting it.
- Writing: Ability to explain an investment argument concisely and distinguish its assumptions from reported information.
- Education: Relevant degree-level study or equivalent practical experience.
Helpful Experience
Exposure to private fund assessment or direct company analysis would be useful. Experience using research databases would also help you become familiar with the work.
Client Service Associate
The Role
You will help keep client engagements organized and move agreed actions toward completion. Working with the responsible advisor, you will coordinate requests and prepare the records needed for productive client discussions.
Responsibilities
- Engagement preparation: Gather the documents required for a new assignment and follow up on missing information.
- Meeting support: Assemble meeting materials and track the actions agreed with clients.
- Request coordination: Maintain a record of incoming requests and flag matters requiring an advisor’s decision.
- Client records: Update contact details and communication permissions through the approved process.
- Professional coordination: Arrange the exchange of authorized information with a client’s accountant or attorney.
Requirements
- Experience: 1–3 years in client service or a coordination role within financial or professional services.
- Communication: Accurate business writing and confidence handling client correspondence.
- Organization: Ability to track several open tasks and identify where follow-up is needed.
- Office tools: Working proficiency with spreadsheets and document management tools.
- Judgment: Ability to recognize when an inquiry needs to be referred to an advisor, and care when handling sensitive records.
Helpful Experience
Experience maintaining a client relationship database would be useful. Familiarity with investment account paperwork would also be relevant.
Investment Operations Analyst
The Role
You will help maintain the portfolio information used in Myers & Cooper’s advisory work. The focus is on reconciling records and resolving data questions, with exceptions referred to the colleague responsible for oversight.
Responsibilities
- Reconciliations: Compare holdings and cash-flow records with supporting statements, documenting differences for investigation.
- Private investment records: Maintain schedules of capital calls and distributions within the agreed client mandate.
- Reporting support: Prepare portfolio data for scheduled reporting and flag missing or outdated inputs.
- Record maintenance: Document corrections and retain the supporting evidence for changes.
- Process checks: Help test approved changes to data workflows and record the results before wider use.
Requirements
- Experience: 1–3 years in investment operations or a comparable data-focused financial services role.
- Excel: Confidence using lookup functions and pivot tables to reconcile information.
- Investment records: Familiarity with holdings statements and cash-flow records.
- Problem solving: Ability to trace a discrepancy to its origin and explain what needs to be resolved.
- Education: Relevant degree-level study or equivalent practical experience.
Helpful Experience
Exposure to fund administration or portfolio-accounting software would be useful. Familiarity with SQL or Python would support work on data checks and repetitive tasks.
Applying to Myers & Cooper
Show us the work you can contribute.
Send your resume and a short note explaining the experience relevant to the role. Include the position title in the subject line and use examples that protect client information.
- Recruitment email
- careers@myerscooper.com
An initial conversation focuses on examples from your work. A role-related exercise may follow, with the task and expected time explained in advance.
We consider relevant experience from different professional routes. Selection is based on the requirements of the position and the evidence you can provide.
If you need an adjustment to take part in the process, tell us when you apply. We will discuss suitable arrangements with you.