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For Companies At a Glance
- Tasks: Support investment management by ensuring accurate and timely portfolio operations.
- Company: Join a dynamic financial services firm focused on client experience.
- Benefits: Gain valuable experience, training opportunities, and a supportive team environment.
- Other info: Ideal for those eager to learn and grow in the financial sector.
- Why this job: Kickstart your career in finance while learning about investment operations and markets.
- Qualifications: Experience in an office role; strong organisational and communication skills.
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.
Process and Compliance
- 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.
Research
- 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
- 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 employer: MM WEALTH LTD
Contact Detail:
MM WEALTH LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those who work at companies you're interested in. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment operations and market trends. We recommend creating a cheat sheet with key terms and concepts so you can impress your interviewers with your expertise.
✨Tip Number 3
Showcase your skills! If you have experience with Excel or any other relevant tools, be ready to discuss specific examples of how you've used them in past roles. We love seeing candidates who can demonstrate their technical know-how.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team and contributing to the investment management function.
We think you need these skills to ace Portfolio Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Portfolio Assistant role. Highlight any relevant experience in investment operations or administrative support, 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 interested in the role and how your background makes you a great fit. Be sure to mention your willingness to learn and your interest in financial markets.
Showcase Your Skills: Don’t just list your skills; demonstrate them! If you’ve got experience with Microsoft Excel or managing routine tasks, give examples of how you’ve used these skills effectively in past roles.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to see your application and get to know you better!
How to prepare for a job interview at MM WEALTH LTD
✨Know Your Investment Basics
Before the interview, brush up on your knowledge of investment operations and financial markets. Familiarise yourself with key terms and processes mentioned in the job description, like trade implementation and cash management. This will show your genuine interest and help you engage in meaningful conversations.
✨Demonstrate Attention to Detail
Since the role requires a high level of accuracy, prepare examples from your past experiences where attention to detail was crucial. Whether it’s managing data or ensuring compliance, be ready to discuss how you’ve successfully handled tasks that required precision.
✨Show Your Willingness to Learn
The company values a strong work ethic and a willingness to learn. Be prepared to talk about times when you’ve taken the initiative to learn new systems or processes. Highlight your curiosity about financial markets and how you stay updated on industry trends.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, investment strategies, or the tools they use. This not only shows your interest but also helps you assess if the company is the right fit for you.