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- Tasks: Support investment operations and deliver portfolio management services with precision and professionalism.
- Company: Join a dynamic financial services firm focused on client experience and investment excellence.
- Benefits: Gain valuable experience, professional development opportunities, and a supportive team environment.
- Other info: Collaborative culture with opportunities for networking and professional growth.
- Why this job: Kickstart your career in finance while making a real impact on investment strategies.
- Qualifications: Strong attention to detail, communication skills, and a willingness to learn are essential.
The predicted salary is between 30000 - 40000 £ per year.
The job holder will report to the Director of Client Experience. This position supports the Investment Management function in the accurate, timely and compliant delivery of portfolio management services to clients, while developing technical knowledge of investment operations, markets and internal processes.
Main Duties:
- Investment Operations
- Provide operational and administrative support across the investment lifecycle, including:
- trade implementation and settlement support,
- periodic rebalancing,
- corporate actions processing,
- cash management and flows,
- portfolio monitoring and reporting,
- performance data capture and validation,
- internal management information.
- Support the Investment Team in the implementation of model portfolio changes and investment decisions.
- Maintain accurate records and documentation in line with internal procedures and regulatory requirements.
- Support the design, review and improvement of investment processes, procedures, templates and controls.
- Ensure compliance with all internal process, policies, procedures and applicable regulatory requirements and FCA expectations.
- Ensure documentation remains accurate and up to date.
- Develop and maintain a working knowledge of:
- UK and global financial markets,
- investment products and structures,
- MM Wealth’s investment philosophy, models and client objectives.
- Liaise with Financial Planners and internal stakeholders to ensure accurate and timely execution of agreed investment actions.
- Attend Monthly Investment meetings and Investment Committee meetings as required, producing clear and accurate meeting notes.
- Contribute positively to the firm’s investment culture through attention to detail, professionalism and collaboration.
- Execute and verify portfolio trades in line with strategic asset allocation and agreed service standards, including daily trading, quarterly rebalances, and bespoke portfolio adjustments.
- Ensure all trades are accurately documented, reconciled, and compliant with mandate and risk parameters.
- Maintain clear, accurate documentation of all portfolio adjustments, ensuring alignment with client mandates, risk profiles, and the firm’s investment philosophy.
- Contribute to the preparation and timely delivery of quarterly investment materials—including factsheets, strategy updates, economic commentary, and client seminar content—ensuring accuracy, consistency, and alignment with the firm’s investment messaging.
- Collaborate with Financial Planning Team, Marketing, Compliance, and Operations to ensure investment communications and deliverables are accurate, compliant, and consistent across all channels.
- Attend networking and professional connection events to help support business development opportunities.
- Attend appropriate seminars/workshops on behalf of the firm and report back.
- Attain and maintain level of competence as required by the firm to follow the plan issued to you.
- Complete all training prescribed by the firm within the timescales given and comply with the firm’s Education policy.
- Ensure relevant CPD is maintained and recorded accurately.
- Develop professional qualifications in line with requirements of the role specifically and the firm’s needs more generally.
- Be respectful to colleagues and embrace diversity.
- Support the firm’s client centric culture.
- Recognise the team ethic at MM Wealth and be flexible in providing support to other disciplines within the firm.
- Be willing to take on and be responsible for project work.
- Meet Key performance objectives set by the firm.
- Maintain all standards of performance as required by the firm.
- Any other tasks as required by the Directors.
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA regulatory rules at all times.
Personal Specification
- Skills: Essential to have strong attention to detail and accuracy; good verbal and written communication skills; ability to organise work effectively and manage routine tasks to deadlines; competence in Microsoft Office, particularly Excel; willingness to learn new systems, processes and technical concepts. Desirable to have strong numerical ability and ability to identify potential issues and escalate appropriately.
- Experience: Essential to have experience working in an office-based or administrative role, or equivalent transferable experience in addition to ability to manage routine tasks within agreed timescales. Desirable to have experience in a financial services, investment or professional services environment and exposure to investment operations, reporting, trading support or financial data.
- Personal Qualities: Essential that you are reliable, conscientious and professional in your approach to work; have a strong work ethic with a willingness to learn and develop; ability to follow procedures and instructions carefully; positive and collaborative team attitude. Desirable to have curiosity and interest in financial markets and investments; confidence to ask questions and seek clarification when needed.
- Qualifications & Training: Essential to have a strong academic background; willingness to complete all training prescribed by the firm within required timescales; commitment to complying with internal policies, procedures and regulatory requirements. Desirable to have an interest in pursuing professional investment or financial services qualifications and have 1+ years' experience in a related role.
What good looks like in this role:
The Portfolio Assistant delivers day-to-day investment operations accurately, reliably and on time. Tasks are completed with a high level of attention to detail, issues are identified early and escalated appropriately, and internal stakeholders can rely on consistent, professional support. Over time, the role holder demonstrates growing confidence in investment processes, systems and market understanding, and contributes positively to the effectiveness of the wider Investment Team.
Portfolio Assistant in Cambridge employer: MM WEALTH LTD
Contact Detail:
MM WEALTH LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Assistant in Cambridge
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the investment field. It’s all about who you know, so don’t be shy—introduce yourself and make those connections!
✨Tip Number 2
Prepare for interviews by researching the company and its investment philosophy. Show that you’re not just interested in the role but also in how you can contribute to their goals. We want to see your enthusiasm!
✨Tip Number 3
Practice your responses to common interview questions, especially around investment operations and compliance. Being articulate about your skills and experiences will help us see you as a strong candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Portfolio Assistant in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Assistant role. Highlight relevant experience in investment operations and any skills that match the job description. We want to see how you can support our Investment Management function!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how your background makes you a great fit for our team. Keep it professional but let your personality show through!
Showcase Your Attention to Detail: Since this role requires a strong attention to detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and precise.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at MM WEALTH LTD
✨Know Your Investment Basics
Before the interview, brush up on your knowledge of UK and global financial markets. Familiarise yourself with investment products and structures, as well as the company's investment philosophy. This will show your genuine interest in the role and help you engage in meaningful discussions.
✨Master the Details
Attention to detail is crucial for a Portfolio Assistant. Prepare examples from your past experiences where you demonstrated accuracy and thoroughness in your work. Be ready to discuss how you manage routine tasks and ensure compliance with processes and regulations.
✨Showcase Your Communication Skills
Since you'll be liaising with various stakeholders, practice articulating your thoughts clearly. Think of instances where you've effectively communicated complex information or collaborated with a team. This will highlight your verbal and written communication skills, which are essential for this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's investment strategies, team dynamics, or upcoming projects. This not only shows your enthusiasm but also demonstrates your curiosity and willingness to learn, which are key qualities for a successful Portfolio Assistant.