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- 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 development opportunities.
- Why this job: Join a dynamic team and make a real impact in the world of investments.
- Qualifications: Must have Level 3 CISI and proficiency in Microsoft Office.
- Other info: Fast-paced environment with a strong emphasis on teamwork and collaboration.
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
- 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 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 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 insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions 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! Create a portfolio or a presentation that highlights your experience with Microsoft Office and any relevant projects. 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 take the initiative to connect directly with us.
We think you need these skills to ace Investment Assistant - Portfolio Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Assistant role. Highlight your experience with investment management systems like Avaloq and showcase your attention to detail. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to highlight your proficiency in Microsoft Office and any relevant experience you have. We’re looking for someone who can manage client records and produce data reports, so make sure to mention those skills!
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 don’t miss out on any important updates. Plus, it shows you’re keen to join 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 Attention to Detail
Since this role requires a strong eye for detail, prepare examples from your past experiences where your attention to detail made a difference. Whether it was managing client records or producing reports, be ready to discuss how you ensured accuracy and quality in your work.
✨Demonstrate Team Spirit
This position involves working closely with Investment Managers and the wider team. Be prepared to talk about your collaborative experiences. Share instances where you contributed to team projects or supported colleagues, highlighting your proactive approach and ability to work well with others.
✨Prepare Questions
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, and growth opportunities within the firm. This not only shows your interest but also helps you gauge if the company is the right fit for you.
