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- Tasks: Support Investment Managers with portfolio management and client administration tasks.
- Company: Leading Independent Investment Manager with a friendly team culture.
- Benefits: Opportunity to develop investment experience in a collaborative environment.
- Why this job: Join a top firm and gain valuable skills in the financial services sector.
- Qualifications: Previous support experience in investment or financial services required.
- Other info: Primarily office-based role with a focus on teamwork and professional growth.
The predicted salary is between 28800 - 48000 £ per year.
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:
- Assisting IM's with portfolio management for a range of discretionary and advisory clients
- Opening and maintenance of client accounts
- General administration and data entry duties
- Maintenance of due diligence documentation and ensuring compliance and AML regulations are adhered to
- Monitoring progress of investment funds
- Putting together client meeting packs and annual reports
- Preparing investment proposals for new clients
- Liaising with clients in the absence of the Investment Manager
Applicants must possess previous support experience from the Investment / Financial services sector. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving, prioritising and organisational ability. This is a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and collaborative working environment and the chance to develop your Investment experience whilst working with a team of successful Investment Managers.
Please note that this job is primarily office based.
Investment Managers Assistant employer: Front Row Recruitment Ltd
Contact Detail:
Front Row Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Managers Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment and financial services sector. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by researching the company and its investment strategies. Show us that you’re not just another candidate; demonstrate your knowledge and enthusiasm for their work. Tailor your questions to reflect your understanding of their operations.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and supporting Investment Managers, being articulate and confident is key. Consider mock interviews with friends or family to polish your delivery.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly shows your commitment and interest in joining our team at StudySmarter.
We think you need these skills to ace Investment Managers Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Manager's Assistant role. Highlight any relevant experience in the investment or financial services sector, and don’t forget to showcase your outstanding communication and administration skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the team. Mention specific experiences that relate to the duties listed in the job description, like portfolio management or client liaison.
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, make sure your application is free from typos and errors. A polished application reflects your organisational skills and attention to detail, which are crucial for this position.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Front Row Recruitment Ltd
✨Know Your Investment Basics
Before the interview, brush up on your knowledge of investment management and financial services. Understand key concepts like portfolio management, compliance regulations, and client account maintenance. This will show that you're not just a candidate but someone genuinely interested in the field.
✨Showcase Your Admin Skills
Since the role involves a lot of administrative tasks, be ready to discuss your previous experience in this area. Prepare examples of how you've successfully managed data entry, documentation, or client communications. Highlighting your organisational skills will make you stand out.
✨Prepare for Client Interaction Scenarios
Given that you'll be liaising with clients, think about how you would handle various client scenarios. Practice responses to common questions or concerns clients might have. This will demonstrate your communication skills and ability to maintain professionalism under pressure.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients they work with, or how they measure success in this role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
