At a Glance
- Tasks: Support Investment Managers with admin tasks and client portfolio management.
- Company: Dynamic financial services firm in Newcastle with a hybrid working model.
- Benefits: Competitive salary, professional development, and flexible working arrangements.
- Other info: Opportunity for continuous learning and career growth in a regulated environment.
- Why this job: Join a collaborative team and gain valuable experience in the finance industry.
- Qualifications: Strong organisational skills and proficiency in Microsoft Office.
The predicted salary is between 30000 - 42000 £ per year.
Location: Newcastle upon Tyne (Hybrid working)
Role Overview
The Investment Operations Assistant will provide high-quality administrative and operational support to Investment Managers, ensuring the efficient day-to-day management of client portfolios within a regulated environment. This role requires strong organisational skills, attention to detail, and a client-focused approach. You will work closely with Investment Managers and the wider team to support portfolio administration, client servicing activities, and operational processes to help deliver positive client outcomes.
Key Responsibilities
- Provide day-to-day administrative support to Investment Managers, including preparation of documentation, correspondence and client meeting arrangements.
- Support client relationship management through accurate, timely and professional administration, adapting communication where clients may require additional support.
- Process account opening and closure requests in line with internal procedures.
- Manage stock transfers, cash movements and payment processing.
- Maintain and update client and account records on internal systems.
- Produce Excel-based reports using internal portfolio and client data.
- Support trade processing when required, ensuring instructions are accurately executed and correctly recorded.
- Assist with preparation for client meetings, presentations and pitches.
- Support ongoing team projects and operational initiatives.
- Carry out general administrative and ad hoc tasks as required.
- Contribute to continuous improvement initiatives and best practice sharing.
- Undertake relevant technical training and continuous professional development.
- Proactively develop knowledge of financial markets, products and industry regulations.
Technical Skills
- Strong proficiency in Microsoft Word, Excel and PowerPoint.
- Experience working with financial services systems or databases (training provided where required).
Regulatory & Compliance Awareness
- Good understanding of regulatory and compliance obligations within financial services.
- Ability to follow internal procedures and escalate issues appropriately.
Core Competencies
- Excellent attention to detail with a high standard of accuracy.
- Strong organisational and time management skills.
- Ability to work independently and manage multiple priorities.
- Strong communication and interpersonal skills.
- Client-focused mindset with a professional approach.
- Collaborative team player with strong relationship-building skills.
Investment Operations Assistant in Newcastle upon Tyne employer: RGH-Global | People Services
As an Investment Operations Assistant in Newcastle upon Tyne, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. Our hybrid working model promotes a healthy work-life balance, while our commitment to continuous improvement ensures you have access to ongoing training and professional development opportunities. Join us to be part of a collaborative team that values attention to detail and client-focused service, making a meaningful impact in the financial services sector.
Contact Details:
RGH-Global | People Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Assistant in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to people in the investment sector, 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 practising common questions and tailoring your answers to highlight your organisational skills and attention to detail. We all know how important these are for an Investment Operations Assistant!
✨Tip Number 3
Show off your Excel skills! Create a portfolio of reports or analyses you've done in the past. This will not only demonstrate your technical abilities but also your proactive approach to problem-solving.
✨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 connect directly with us.
We think you need these skills to ace Investment Operations Assistant in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Operations Assistant role. Highlight your organisational skills and attention to detail, as these are key for the position. We want to see how your experience aligns with the responsibilities listed in the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Be sure to mention your client-focused approach and any relevant experience in financial services.
Showcase Your Technical Skills:Since the role requires proficiency in Microsoft Word, Excel, and PowerPoint, make sure to highlight your skills in these areas. If you've worked with financial services systems before, let us know! We love seeing candidates who are tech-savvy.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at RGH-Global | People Services
✨Know Your Stuff
Make sure you brush up on your knowledge of financial markets and investment operations. Familiarise yourself with common terms and processes, as well as the regulatory environment. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and maintained attention to detail, especially in high-pressure situations.
✨Client-Focused Approach
Demonstrate your client-focused mindset by sharing instances where you went above and beyond to support clients or colleagues. Highlight your communication skills and adaptability, especially when dealing with clients who may need extra assistance.
✨Excel at Excel
As you'll be producing reports using Excel, make sure you're comfortable discussing your proficiency with the software. If you have experience with specific functions or data analysis techniques, mention them. You might even want to prepare a quick example of how you've used Excel in previous roles to solve problems or streamline processes.
