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 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).You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving, prioritising and organisational ability.
This 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 Administrator in Portsmouth employer: Front Row Recruitment
As a leading Independent Investment Manager, we pride ourselves on fostering a collaborative and supportive work culture that values each team member's contributions. Our employees enjoy a competitive remuneration package, comprehensive benefits, and ample opportunities for professional growth, all within a friendly environment that encourages innovation and teamwork. Join us in our vibrant location, where your skills will be nurtured, and your career can flourish in the dynamic world of investment management.
