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- Tasks: Support Investment Managers with portfolio management and client account maintenance.
- Company: Join a leading Independent Investment Manager known for its friendly team culture.
- Benefits: Enjoy competitive pay, great perks, and a supportive work environment.
- Why this job: Be part of a dynamic team making a real impact in investment strategies.
- Qualifications: Previous experience in investment or financial services and strong communication skills required.
- Other info: Ideal for detail-oriented individuals looking to grow in the finance sector.
The predicted salary is between 28800 - 43200 £ 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
- Performing trades
- Monitoring progress of investment funds
- Assist with the construction and maintenance of Investment models
- Ensuring clients portfolios are aligned with their goals and attitude to risk
- Preparing investment proposals
- Actively assisting with the development of Investment strategy
Applicants must possess previous support experience from the Investment / Financial services sector (NOT retail banking). A good level education including C or above in English and Maths along with outstanding communication and administration skills, 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 exciting working environment along with an excellent remuneration and benefits package.
Investment Managers Assistant employer: Front Row Recruitment
Contact Detail:
Front Row Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Managers Assistant
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends in investment strategies and portfolio management. This knowledge will not only help you stand out during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 3
Consider obtaining relevant certifications or courses related to investment management. This can enhance your qualifications and show your commitment to the field, making you a more attractive candidate.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios faced by Investment Managers Assistants. This will help you articulate your problem-solving skills and experience effectively.
We think you need these skills to ace Investment Managers Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the investment or financial services sector. Emphasise any administrative roles you've held and specific tasks that align with the responsibilities of an Investment Manager's Assistant.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of portfolio management and client account maintenance, and how your skills can contribute to the team.
Highlight Relevant Skills: In your application, focus on your communication, organisational, and problem-solving skills. Provide examples of how you've successfully managed similar tasks in previous roles, especially in the investment or financial services sector.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of an Investment Manager's Assistant.
How to prepare for a job interview at Front Row Recruitment
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of investment management and financial services. Be prepared to discuss market trends, portfolio management strategies, and any relevant experience you have in the sector.
✨Demonstrate Attention to Detail
Given the role's focus on data entry and maintaining due diligence documentation, highlight your ability to pay attention to detail. You might want to share examples from past experiences where your meticulousness made a difference.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and how you prioritise tasks. Think of scenarios where you had to manage multiple responsibilities and be ready to explain your thought process.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and confidently, especially when discussing complex topics related to investment strategies or client interactions.
