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For Companies At a Glance
- Tasks: Lead a team in portfolio administration, manage trades, and support investment management services.
- Company: Join a well-established wealth management firm serving high-net-worth clients.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and mentorship.
- Why this job: Be part of a dynamic team, enhance your skills, and make a real impact in investment management.
- Qualifications: 2-3 years in portfolio or investment administration; CISI Level 3 preferred; strong communication skills required.
- Other info: Ideal for those looking to advance their career in finance while supporting a dedicated team.
The predicted salary is between 36000 - 60000 £ per year.
The Client: A well-established Wealth management firm operating with HNW clientele.
The Role: The Senior Portfolio Administrator will be experienced in Portfolio Administration / Investment Administration and will support the Portfolio Management team in supplying investment management services. You will be the most experienced Portfolio Administrator within a team of 3 Portfolio Administrators supporting 2 Portfolio Managers.
The Senior Portfolio Administrator will fully understand the various investment admin processes in place and will lead the Portfolio Administration support team, taking full ownership for anything admin related - reviewing administrative processes, ensuring they are efficient and scalable.
The Senior Portfolio Manager will be placing fund trades with Portfolio Manager guidance. The Senior Portfolio Administrator will lead on support tasks including:
- Dealing with queries received into the shared mailbox
- Producing various reports
- Preparing presentations for clients
The Senior Portfolio Administrator will be setting up and closing investment portfolios, as well as monitoring cash that has been transferred in for investment.
The candidate should have:
- 2-3 years previous experience of working in Portfolio Administration or Investment Administration role at a wealth management, investment management or financial advice firm
- Experience of using any trade execution software
- Holder of CISI Level 3 Regulations Paper – ideally
- Experience of mentoring more junior members of the team – would be highly beneficial
- High attention to detail is crucial and excellent communication skills
Portfolio Administrator , Investment Support Lead , Investment Management employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Administrator , Investment Support Lead , Investment Management
✨Tip Number 1
Familiarise yourself with the specific investment administration processes used in wealth management firms. Understanding these processes will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the investment management sector, especially those who work in portfolio administration. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your knowledge of trade execution software, as this is a key requirement for the role. Consider taking online courses or tutorials to enhance your skills and make yourself more attractive to potential employers.
✨Tip Number 4
Highlight any mentoring experience you have when discussing your background. This shows leadership potential and your ability to support junior team members, which is a valuable asset for the Senior Portfolio Administrator position.
We think you need these skills to ace Portfolio Administrator , Investment Support Lead , Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Portfolio Administration or Investment Administration. Emphasise any relevant roles you've held, particularly those involving high-net-worth clients and investment management.
Craft a Strong Cover Letter: In your cover letter, explain why you are the ideal candidate for the Senior Portfolio Administrator role. Mention your experience with trade execution software and your ability to lead and mentor junior team members.
Highlight Relevant Qualifications: If you hold the CISI Level 3 Regulations Paper, make sure to mention this prominently in your application. This qualification is highly relevant to the role and will set you apart from other candidates.
Showcase Communication Skills: Since excellent communication skills are crucial for this role, provide examples in your application of how you've effectively dealt with queries, produced reports, or prepared presentations for clients in previous positions.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Experience
Make sure to highlight your 2-3 years of experience in Portfolio Administration or Investment Administration. Be prepared to discuss specific examples of how you've supported portfolio management teams and the impact of your contributions.
✨Demonstrate Leadership Skills
As a Senior Portfolio Administrator, you'll be leading a small team. Share any experiences where you've mentored junior members or taken ownership of administrative processes. This will show your capability to lead and improve efficiency.
✨Know Your Tools
Familiarise yourself with trade execution software and any other tools relevant to the role. Be ready to discuss your proficiency with these tools and how they have helped you in previous roles.
✨Attention to Detail is Key
Given the high attention to detail required for this role, prepare to discuss how you ensure accuracy in your work. You might want to share examples of how you've caught errors or improved processes through meticulous attention.
