Investment Assistant – Portfolio Management

London

You will only be considered if you have Level 3 CISI

This role will not sponsor

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

As Investment Assistant, you will provide day-to-day administrative and operational support, helping to deliver high-quality service and good client outcomes. Working closely with the Investment Assistant Manager and wider team, you’ll play a key part in 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

• 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.