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For Companies At a Glance
- Tasks: Handle investment administration, reconciliations, and client communications in a dynamic team.
- Company: Boutique investment management firm with a close-knit operations team.
- Benefits: Competitive hourly rate, hybrid working model, and a friendly work environment.
- Why this job: Join a growing firm and make a real impact while developing your skills.
- Qualifications: Experience in back-office investment operations or newly qualified accountant eager for a challenge.
- Other info: Proactive team players with fresh ideas will thrive in this role.
The predicted salary is between 13 - 16 £ per hour.
Location: BA1
Contract: Temporary with potential to go permanent
Hours: Monday–Friday, 8:00am–5:30pm (Hybrid: Tues–Thurs in office, Mon & Fri WFH)
Start Date: January
Rate: £16- £20 per hour
About the Role
A boutique investment management firm is seeking an experienced Investment Administrator to join their close-knit operations team. This is a fantastic opportunity for someone with strong back-office investment experience or a newly qualified accountant looking for a fresh challenge outside practice.
Key Responsibilities
- Investment administration duties, including reconciliations and signing off asset values
- Handling stock and cash reconciliations across multiple jurisdictions
- Managing client communications, queries, and analysis
- Supporting operational processes and resolving issues independently
- Collaborating with the team to ensure accuracy and compliance
What We're Looking For
- Experience in back-office investment operations or newly qualified accountant ready for a new challenge
- Knowledge of equities and investments
- Strong attention to detail and ability to hit the ground running
- Proactive, energetic, and a team player with fresh ideas
- Excellent communication skills and willingness to learn
Why Join?
- Collaborative, friendly team environment
- Hybrid working model
- Opportunity to make an impact in a growing investment firm
For this position, please contact us for a confidential discussion about your career.
Investment Administrator in Bath employer: hays-gcj-v4-pd-online
Contact Detail:
hays-gcj-v4-pd-online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for an Investment Administrator role. You never know who might have the inside scoop on a job opening!
✨Tip Number 2
Prepare for those interviews! Research the company and its operations team, and be ready to discuss how your back-office experience or accounting skills can make a difference. Show them you’re not just another candidate, but the right fit for their team.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications with us!
We think you need these skills to ace Investment Administrator in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Administrator role. Highlight your back-office investment experience or any relevant qualifications, and don’t forget to showcase your attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your proactive attitude and how you can contribute fresh ideas to our operations.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure to demonstrate your skills in both your CV and cover letter. We want to see how you handle client communications and queries!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at hays-gcj-v4-pd-online
✨Know Your Numbers
Brush up on your knowledge of equities and investments. Be prepared to discuss specific examples from your past experience, especially any reconciliations or asset management tasks you've handled. This will show that you can hit the ground running.
✨Show Off Your Team Spirit
Since this role is all about collaboration, think of examples where you've worked well in a team. Highlight how you contributed to achieving a common goal and how your fresh ideas made a difference. This will demonstrate that you're a proactive team player.
✨Master the Art of Communication
Excellent communication skills are key for this position. Prepare to discuss how you've managed client communications and resolved queries in the past. Practise articulating your thoughts clearly and confidently, as this will be crucial during the interview.
✨Be Ready to Problem-Solve
The ability to resolve issues independently is vital. Think of a time when you faced a challenge in your previous roles and how you tackled it. Be ready to share your thought process and the steps you took to find a solution, showcasing your analytical skills.
