Investment Administrator

Investment Administrator

Tonbridge Full-Time No home office possible
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Job Description

Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities – duties will include:

  • Assisting IM's with portfolio management for a range of discretionary and advisory clients
  • Opening and maintenance of client accounts
  • General administration and data entry duties
  • Maintenance of due diligence documentation
  • Performing trades
  • Monitoring progress of investment funds
  • Assist with the construction and maintenance of Investment models
  • Ensuring clients portfolios are aligned with their goals and attitude to risk
  • Preparing investment proposals
  • Actively assisting with the development of Investment strategy

Applicants must possess previous administrative support experience from the Investment / Financial services sector, ideally 1 – 2 years (NOT retail banking or short term internships). A good level education including C or above in English and Math's along with outstanding communication and administration skills, a keen eye for detail and strong problem solving, prioritising and organisational ability.

This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package.

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Contact Detail:

Front Row Recruitment Recruiting Team

Investment Administrator
Front Row Recruitment
Location: Tonbridge
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