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- Tasks: Lead a team in managing investment administration and support portfolio managers.
- Company: Join a well-established wealth management firm serving high-net-worth clients.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Make a real impact in investment management while developing your skills in a supportive team.
- Qualifications: 2-3 years in portfolio or investment administration; strong attention to detail and communication skills required.
- Other info: Experience with trade execution software and mentoring juniors is a plus.
The predicted salary is between 36000 - 60000 £ per year.
The Client: A well-established Wealth management firm operating with HNW clientele.
The Role: The Senior Portfolio Administrator will be experienced in Portfolio Administration / Investment Administration and will support the Portfolio Management team in supplying investment management services. You will be the most experienced Portfolio Administrator within a team of 3 Portfolio Administrators supporting 2 Portfolio Managers.
The Senior Portfolio Administrator will fully understand the various investment admin processes in place and will lead the Portfolio Administration support team, taking full ownership for anything admin related - reviewing administrative processes, ensuring they are efficient and scalable.
The Senior Portfolio Manager will be placing fund trades with Portfolio Manager guidance. The Senior Portfolio Administrator will lead on support tasks including:
- Dealing with queries received into the shared mailbox
- Producing various reports
- Preparing presentations for clients
The Senior Portfolio Administrator will be setting up and closing investment portfolios, as well as monitoring cash that has been transferred in for investment.
The candidate should have 2-3 years previous experience of working in Portfolio Administration or Investment Administration role at a wealth management, investment management or financial advice firm. Experience of using any trade execution software is required. Holder of CISI Level 3 Regulations Paper – ideally. Experience of mentoring more junior members of the team would be highly beneficial. High attention to detail is crucial and excellent communication skills are necessary.
Portfolio Administrator , Investment Support Lead , Investment Management employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Administrator , Investment Support Lead , Investment Management
✨Tip Number 1
Familiarise yourself with the specific investment administration processes used in wealth management. Understanding these processes will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the investment management field, especially those who have experience in portfolio administration. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your knowledge of trade execution software. Being able to discuss your familiarity with such tools during conversations can set you apart from other candidates.
✨Tip Number 4
Highlight any mentoring or leadership experience you have when discussing your background. This is particularly relevant as the role involves leading a small team, and showcasing your ability to guide others can be a strong selling point.
We think you need these skills to ace Portfolio Administrator , Investment Support Lead , Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Portfolio Administration or Investment Administration. Emphasise any relevant roles you've held, particularly those involving high-net-worth clients, and detail your familiarity with trade execution software.
Craft a Strong Cover Letter: In your cover letter, explain why you're the perfect fit for the Senior Portfolio Administrator role. Mention your leadership experience, attention to detail, and communication skills. Use specific examples from your past roles to demonstrate your capabilities.
Highlight Relevant Qualifications: If you hold the CISI Level 3 Regulations Paper, make sure to mention it prominently in your application. This qualification is highly relevant to the role and will set you apart from other candidates.
Showcase Team Leadership Skills: Since mentoring junior team members is beneficial for this role, include any experiences where you've led or supported others in your previous positions. Highlight how you contributed to their development and the overall success of the team.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Experience
Make sure to highlight your 2-3 years of experience in Portfolio Administration or Investment Administration. Be prepared to discuss specific examples of how you've supported portfolio management teams and the impact of your contributions.
✨Demonstrate Leadership Skills
Since you'll be leading a small team, it's important to convey your mentoring experience. Share instances where you've guided junior members and how you ensured efficient administrative processes within your previous roles.
✨Familiarise Yourself with Trade Execution Software
If you have experience with any trade execution software, be ready to discuss it in detail. If not, do some research on common platforms used in the industry to show your willingness to learn and adapt.
✨Emphasise Attention to Detail
Given the high attention to detail required for this role, prepare to provide examples of how you've maintained accuracy in your work. Discuss any processes you've implemented to ensure quality control in your previous positions.
