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- Tasks: Support Investment Managers with client accounts and portfolio management tasks.
- Company: Join a leading Independent Investment Manager known for its friendly team culture.
- Benefits: Enjoy competitive pay, great perks, and a supportive work environment.
- Why this job: Be part of a dynamic team making a real impact in investment strategies.
- Qualifications: 1-2 years of admin experience in investment or financial services required.
- Other info: Ideal for detail-oriented individuals with strong communication skills.
The predicted salary is between 28800 - 48000 £ per year.
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 Maths along with outstanding communication and administration skills, a keen eye for detail and strong problem solving, prioritising and organisational ability.
This is 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.
Investment Administrator employer: Front Row Recruitment
Contact Detail:
Front Row Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Network with professionals in the investment and financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights about the role and potentially refer you.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in investment management. Being knowledgeable about portfolio management software and investment strategies can set you apart during interviews.
✨Tip Number 3
Prepare to discuss your previous administrative experiences in detail, especially those related to investment management. Highlight specific examples where you supported investment managers or handled client accounts.
✨Tip Number 4
Demonstrate your problem-solving skills by preparing scenarios or case studies that showcase how you've effectively managed challenges in previous roles. This will show your potential employer that you're proactive and resourceful.
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative support experience in the investment or financial services sector. Emphasise skills that align with the job description, such as attention to detail, problem-solving, and organisational abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to assist Investment Managers and your understanding of portfolio management.
Highlight Relevant Skills: In your application, clearly outline your communication skills, data entry proficiency, and any experience with investment models or client account management. Use examples to illustrate how you've successfully applied these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Front Row Recruitment
✨Showcase Your Relevant Experience
Make sure to highlight your previous administrative support experience in the investment or financial services sector. Be prepared to discuss specific examples of how you've assisted with portfolio management or client account maintenance.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples that showcase your keen eye for detail. You might mention instances where your attention to detail prevented errors or improved processes.
✨Prepare for Technical Questions
Brush up on your knowledge of investment strategies and portfolio management. Expect questions about how you would handle specific scenarios related to investment funds and client portfolios.
✨Exhibit Strong Communication Skills
Since the role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've effectively communicated with clients or team members in past roles.
