Investment Administrator

Reed; Coventry; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Coventry is seeking an Investment Administrator to focus on model portfolio management and client risk assessment. This role is ideal for someone eager to learn about fund research and investments. Candidates will assist in research, manage client valuations, and support administrative tasks while benefiting from training and opportunities for progression.

Benefits

Study support

24 days holiday + bank holidays

Quarterly discretionary bonus

Comprehensive training in fund research and client portfolio management

Qualifications

• New to fund research and investments, keen to progress, grow, and learn.
• Ability to assist in the research on funds and support client portfolios.
• Strong organisational skills to compile and organise research materials.

Responsibilities

• Assist in the research on funds and ongoing support of client portfolios.
• Manage monthly client valuations to ensure timely and accurate delivery.
• Support the team in administrative tasks related to client and fund management.
• Compile and organise research materials for client presentations.

Skills

Interest in financial services/investments

Research skills

Attention to detail

Job description

Investment Administrator

• Annual Salary: Up to £28,000
• Job Type: Full-time
• Office-based, Coventry

We are seeking an Investment Administrator to join our client's team, focusing on model portfolio management and client risk assessment. This role is ideal for someone new to fund research and investments, and is keen to progress, grow, and learn.

An interest in financial services/investments is key.

Day-to-day of the role:

• Assist in the research on funds and ongoing support of client portfolios.
• Manage monthly client valuations to ensure timely and accurate delivery.
• Support the team in administrative tasks related to client and fund management.
• Compile and organise research materials for client presentations.

Benefits:

• Salary - Up to £28k
• Study support
• Progression is strongly supported
• Holiday - 24 days + bank holidays. Closed over Christmas.
• Quarterly discretionary bonus
• Comprehensive training in fund research and client portfolio management.

To apply for this Investment Administrator position, please submit your CV below.