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For Companies At a Glance
- Tasks: Support Investment Managers with administrative tasks and client portfolio management.
- Company: Established wealth management firm in London with a focus on client experience.
- Benefits: Gain valuable experience in investment administration and career growth opportunities.
- Why this job: Join a dynamic team and make a real impact in the world of investments.
- Qualifications: Must have Level 3 CISI qualification and proficiency in Microsoft Office.
- Other info: Fast-paced environment with a strong emphasis on collaboration and service excellence.
The predicted salary is between 36000 - 60000 £ per year.
An established wealth management firm is seeking a detail-oriented and proactive Investment Assistant to join its Portfolio Management team in London. This is an excellent opportunity to build your career in investment administration, supporting experienced Investment Managers and ensuring a seamless client experience.
The Role
- Provide day-to-day administrative and operational support, helping to deliver high-quality service and good client outcomes.
- Work closely with the Investment Assistant Manager and wider team to ensure the smooth running of client portfolios and ongoing investment operations.
Key Responsibilities
- Provide proactive administrative support to Investment Managers.
- Manage account openings, closures, transfers, and payments.
- Maintain accurate client records and portfolio data in Avaloq.
- Produce data reports and assist with monitoring client portfolios.
- Prepare materials for client meetings and pitches.
- Support trade execution on non-complex instruments under supervision.
- Contribute to project work and process improvement initiatives.
- Ensure all activity aligns with internal procedures and regulatory standards.
About You
You’ll have a strong eye for detail, excellent organisational skills, and a passion for delivering top-quality service in a fast-paced environment. You enjoy working collaboratively, take initiative, and are committed to developing your knowledge of wealth and investment management.
Skills & Experience
- RQF Level 3 CISI qualification.
- Proficient in Microsoft Office (Word, Excel, PowerPoint).
- Experience using Avaloq or similar investment management systems.
- Strong communication and interpersonal skills.
- High level of accuracy and attention to detail.
- Confident working both independently and as part of a team.
Investment Assistant - Portfolio Management in City of London employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Assistant - Portfolio Management in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those who work at firms you're interested in. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to portfolio management. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or projects that highlight your attention to detail and organisational prowess. This will help you stand out and demonstrate your proactive approach.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Investment Assistant - Portfolio Management in City of London
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 3 CISI qualification right at the top of your application. We want to see that you meet the essential criteria, so don’t be shy about showcasing your credentials!
Tailor Your Application: Take a moment to customise your CV and cover letter for this role. Mention specific experiences that relate to investment administration and how you've supported teams in the past. We love seeing how you can fit into our culture!
Be Detail-Oriented: Since this role requires a strong eye for detail, make sure your application is free from typos and errors. We appreciate clarity and precision, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and the specific responsibilities of an Investment Assistant. Familiarise yourself with terms like account openings, transfers, and the use of Avaloq. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Skills
Prepare to discuss your organisational skills and attention to detail. Think of examples from your past experiences where you've successfully managed multiple tasks or maintained accurate records. This will help demonstrate that you can handle the fast-paced environment of portfolio management.
✨Ask Smart Questions
Come prepared with insightful questions about the firm’s approach to client service and how they measure success in the Portfolio Management team. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or mentor. Focus on articulating your thoughts clearly and confidently, especially when discussing your qualifications like the Level 3 CISI. The more comfortable you are speaking about your experience, the better you'll perform in the actual interview.
