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- Tasks: Support Investment Managers with admin tasks and client interactions in a dynamic environment.
- Company: Join a leading investment management firm focused on client success.
- Benefits: Full-time role with opportunities for professional development and training.
- Why this job: Kickstart your career in investment administration and make a real impact.
- Qualifications: RQF Level 3 CISI qualification or commitment to achieve it; strong Excel skills.
- Other info: Collaborative team culture with a focus on compliance and client relationships.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a highly motivated Investment Administration Assistant to join our Portfolio Management teams. This role is a fantastic opportunity to build your career in investment administration, providing vital support to Investment Managers and ensuring excellent client outcomes within a professional, compliance-led environment.
What you\’ll be doing
- Providing day-to-day administrative support to Investment Managers and the wider team
- Drafting letters, writing up file notes, and arranging client meetings
- Opening and closing client accounts, processing transfers, payments, and client static data in Avaloq
- Producing reports and supporting analysis through Excel and Avaloq data
- Assisting with trade placements and execution for client instructions, ensuring accuracy and compliance
- Preparing material for pitches and client meetings
- Contributing to team projects and efficiency improvements
- Building and maintaining strong client relationships, including adapting to support vulnerable clients
- Developing your knowledge of the market through technical training and CPD opportunities
What we\’re looking for
- RQF Level 3 CISI qualification (or commitment to achieve within an agreed timeframe)
- Proficiency in Word, Excel, and PowerPoint, with good working knowledge of Avaloq
- Strong organisational skills with excellent attention to detail
- Effective communicator with a client-focused approach
- Team player who can also work independently with confidence
- Awareness of compliance and regulatory requirements within financial services
Seniority level
- Associate
Employment type
- Full-time
Job function
- Administrative
Industries
- Investment Management
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Investment Administration Assistant employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administration Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the investment administration field, attend industry events, and connect on LinkedIn. We can’t stress enough how personal connections can open doors for you.
✨Tip Number 2
Prepare for interviews by researching the company and the role. We recommend practising common interview questions and having examples ready that showcase your skills in administration and client relations.
✨Tip Number 3
Show off your tech skills! Since you'll be using tools like Excel and Avaloq, make sure to highlight any relevant experience or projects. We love seeing candidates who are comfortable with technology.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to grow with us in the investment management space.
We think you need these skills to ace Investment Administration Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Administration Assistant role. Highlight relevant experience and skills, especially in investment administration and client support. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment administration and how your background aligns with our needs. Keep it professional but let your personality come through.
Showcase Your Skills: Don’t forget to mention your proficiency in Word, Excel, and Avaloq. If you have any experience with compliance or regulatory requirements, make sure to highlight that too. We love seeing candidates who are detail-oriented and organised!
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 administration and the specific tools mentioned in the job description, like Avaloq. Familiarise yourself with common processes such as account openings and trade placements, so you can speak confidently about them during the interview.
✨Showcase Your Skills
Prepare to discuss your proficiency in Word, Excel, and PowerPoint. Bring examples of how you've used these tools in past roles, especially any experience with data analysis or report production. This will demonstrate your capability to support Investment Managers effectively.
✨Client Focus is Key
Since this role involves building strong client relationships, think of examples where you've successfully supported clients or adapted your approach to meet their needs. Highlighting your communication skills and client-focused mindset will set you apart.
✨Be Ready for Compliance Questions
Given the compliance-led environment, be prepared to discuss your understanding of regulatory requirements in financial services. Show that you’re aware of the importance of compliance and how it impacts investment administration, which will reassure them of your commitment to maintaining high standards.
