At a Glance
- Tasks: Support investment operations by processing trades and managing client portfolios.
- Company: Dynamic investment firm based in Chichester with a hybrid work model.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Perfect for those looking to kickstart their career in finance.
- Why this job: Join a vital role that supports investment managers and enhances your financial skills.
- Qualifications: Strong numerical skills and attention to detail are essential.
The predicted salary is between 24000 - 29000 £ per year.
We are seeking an Investment Operations Assistant to provide vital operational and administrative support across our investment functions. In this role, you will act as a key operational backbone—ensuring seamless execution of investment instructions, supporting portfolio administration, managing data integrity, and delivering exceptional operational support to Investment Managers and client service teams. If you bring strong numerical skills, meticulous attention to detail, and a proactive mindset, this role offers an outstanding platform for your professional development.
Key Responsibilities
- Trade Transaction Processing Instruction Execution: Prepare, process, and execute client investment instructions and trade settlements accurately within strict market deadlines.
- Portfolio Administration: Support the day-to-day operational management of client portfolios, ensuring all trades and asset transfers are accurately recorded.
- Cash Asset Reconciliation: Perform regular reconciliations of investment holdings, cash balances, and unit positions against third-party platforms and custodians.
Investment Operations Assistant employer: Solid Recruitment Solutions
Join a well-established Financial Services practice in Chichester, where you will be part of a dynamic team that values professionalism and client satisfaction. With a competitive salary and benefits package, this role offers excellent opportunities for personal growth and development in a supportive work culture that encourages collaboration and innovation. Experience the unique advantage of working in a thriving environment that prioritises employee well-being and career advancement.
Contact Details:
Solid Recruitment Solutions Recruitment Team
