Investment Administrator: Portfolio & Strategy Support

Confidential; England; On-site; GBP 28,000 - 40,000; Full time

Job summary

Confidential, a leading Independent Investment Manager in the UK, is seeking a talented candidate to join a friendly team as an Investment Support professional. The role involves supporting Investment Managers with portfolio management, client account handling, data entry, and due diligence documentation.

You will perform trades, monitor funds, assist with investment models, and help align client portfolios with goals and risk profiles, while maintaining high standards of communication and

Qualifications

• Experience in the Investment/Financial services sector (not retail banking).
• Outstanding communication and administration skills with a keen eye for detail and strong problem solving, prioritising and organisational ability.

Responsibilities

• 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

Skills

Investment support

Portfolio administration

Data entry

Communication

Tools

MS Excel

Job description

Confidential, a leading Independent Investment Manager in the UK, is seeking a talented candidate to join a friendly team as an Investment Support professional. The role involves supporting Investment Managers with portfolio management, client account handling, data entry, and due diligence documentation.

You will perform trades, monitor funds, assist with investment models, and help align client portfolios with goals and risk profiles, while maintaining high standards of communication and