At a Glance
- Tasks: Support the Investment Director with portfolio management and client reporting.
- Company: Join Amber River Group, a values-driven financial services company.
- Benefits: Enjoy competitive salary, hybrid work, and professional development opportunities.
- Other info: Engage in community initiatives and enjoy a supportive team environment.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: Bachelor’s degree in Finance or Economics; Level 4 qualification preferred.
Amber River Group have over 300 IFA's across the UK working from 15 regional Hubs in 30 locations and growing! We have a values driven approach to creating bespoke financial plans for people who need our expertise by helping them plan for a life well lived.
Overview
We are seeking an Investment Support Specialist to join our dynamic team working for our Hub Amber River East Anglia. You will provide dedicated support to the Investment Director, forming an essential part in enhancing operational efficiency, ensuring compliance and providing excellent client service. You will assist with portfolio management, client reporting, compliance, administrative duties and specific tasks related to funds management.
The ideal candidate will possess a Bachelor’s Degree in Finance, Economics or a similarly related field, hold or be working towards a Level 4 industry relevant qualification (for example the CII L4 Diploma in Regulated Financial Planning) and have experience of working within a UK financial services regulated environment.
Salary: £33,000 to £40,000 per year
Responsibilities
- Assist with investment bulletin research and issuance each month.
- Send written communications internally to ensure staff remain updated on our fund options.
- Prepare and distribute quarterly investment performance reports to all staff.
- Assist with the production of fund factsheets.
- Facilitate GIP switching via platforms.
- Ensure investment MI is accurate and up to date.
- Conduct platform related research.
- Become an Investment Committee member.
- Preparation of pre-committee packs for distribution and subsequent discussion.
- Assist with collating documentation centrally and keeping the TEP panel updated.
- Assist with investment research for (including Multi Asset funds and buy list).
- Conduct ongoing dip-testing to check yield and profile income payment frequency.
- Monitor and rebalance client portfolios.
- Address client inquiries related to portfolio performance and strategy.
- Ensure all investment activities comply with regulatory requirements.
- Assist in the preparation and submission of compliance reports.
- Stay updated on changes in regulations affecting the DFM.
- Coordinate meetings and communications between the Investment Director and clients.
- Provide general administrative support to the Investment Director.
- Conduct FE modelling when switching funds.
- Receive training and become proficient in FE Analytics software.
- Ability to travel to our Claydon office to attend quarterly meetings.
Qualifications
- Bachelor’s degree in Finance, Economics or a related field (or equivalent).
- Working towards or possessing a Level 4 industry qualification (e.g., CII L4 Diploma in Regulated Financial Planning).
- Previous experience in financial services.
- Strong communication, research and analytical skills.
- Proficiency with financial software and tools; strong problem-solving abilities.
- Self-motivation, resilience and attention to detail with a focus on high-quality output.
- Ability to work collaboratively, build relationships and networks with excellent interpersonal and communication skills.
- Excellent organisational skills and ability to adapt to changing priorities with strong time management and a positive outlook.
- Continual completion of annual CPD in line with company and CII requirements.
Benefits and Working Arrangement
We take pride in the positive impact our people have outside of Amber River, including the communities we support and the lives we enrich. We offer paid Community Engagement Leave for local initiatives and support a Hub-chosen charity each year.
On successful completion of your probation period, we operate on a hybrid working arrangement with a minimum requirement of 3 days in the office.
Our Professional Development Policy supports employees to continue their learning journey, including provision of study leave.
If you meet the brief for this role, then we welcome your application and look forward to hearing from you.
#J-18808-LjbffrInvestment Support Specialist in Colchester employer: Amber River East Anglia
Amber River Group is an exceptional employer, offering a supportive and values-driven work culture that prioritises employee growth and community engagement. As an Investment Support Specialist in our East Anglia Hub, you will benefit from a hybrid working arrangement, professional development opportunities, and the chance to make a meaningful impact through local initiatives. Join us to be part of a dynamic team dedicated to enhancing operational efficiency and delivering excellent client service in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Support Specialist in Colchester
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Amber River East Anglia, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Amber River East Anglia.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Amber River East Anglia.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Amber River East Anglia, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Support Specialist in Colchester
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Amber River East Anglia want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Amber River East Anglia.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Amber River East Anglia will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Amber River East Anglia. Numbers speak louder than words!
How to prepare for a job interview at Amber River East Anglia
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Amber River East Anglia want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAmber River East Anglia.
