Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:
- Assisting IM's with portfolio management for a range of discretionary and advisory clients
- Opening and maintenance of client accounts
- General administration and data entry duties
- Maintenance of due diligence documentation
- Performing trades
- Monitoring progress of investment funds
- Assist with the construction and maintenance of Investment models
- Ensuring clients portfolios are aligned with their goals and attitude to risk
- Preparing investment proposals
- Actively assisting with the development of Investment strategy
Applicants must possess previous support experience from the Investment / Financial services sector (NOT retail banking).You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving, prioritising and organisational ability
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package.
- *please note that the role will primarily be office based for the first month for training purposes and after that 3 days in the office and 2 from home**