Investment Assistant

IDEX Consulting; Norwich; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Professional development support

Long-term career opportunity

Collaborative working environment

Exposure to Investment Managers

Job summary

IDEX Consulting is seeking an Investment Assistant for the Norwich Portfolio Management team. You will provide high-quality administrative and operational support to Investment Managers, assisting with meeting preparation, account openings/closures, and trade bookings.

Ideal candidates will hold a CISI level qualification or be working towards it, with strong MS Office skills and excellent attention to detail. This role offers a clear path for development within investment management.

Qualifications

• RQF Level 3 CISI qualification or commitment to achieve this.
• Strong Word, Excel and PowerPoint skills.
• Excellent attention to detail and organisational skills.
• Strong communication and interpersonal skills.
• Client-focused approach and service delivery.
• Ability to work independently within a wider team.
• Understanding of regulatory and compliance requirements.

Responsibilities

• Provide administrative support to Investment Managers across client activities.
• Assist with client meeting preparation, pitches and file notes.
• Support opening/closing of accounts, stock transfers and payments.
• Maintain accurate client and account data on internal systems.
• Produce reports and analysis using Excel and internal systems.
• Assist with execution and booking of trades per instructions.
• Support the wider investment team administratively and operationally.
• Contribute to ongoing projects and process improvements.
• Continue to develop knowledge of the investment industry and financial markets.

Skills

Microsoft Word

Excel

PowerPoint

Attention to detail

Communication skills

Client-focused

Independent worker

Regulatory/compliance understanding

Education

RQF Level 3 CISI qualification

Tools

Portfolio management systems

Job description

The Opportunity

We are working with a highly established wealth and investment management business that provides investment management and wealth solutions to private clients.

Our client is looking to appoint an Investment Assistant to join their Portfolio Management team in Norwich. The successful candidate will provide high-quality administrative and operational support to Investment Managers, helping to ensure clients receive an excellent service and good outcomes.

This is an excellent opportunity for someone looking to develop their career within investment management and gain exposure to portfolio management, client servicing and the wider investment process.

Key Responsibilities

• Provide administrative support to Investment Managers across a range of client-related activities.
• Assist with client meeting preparation, pitches, correspondence and file notes.
• Support the opening and closing of accounts, stock transfers and payments.
• Maintain accurate client and account information on internal systems.
• Produce reports and analysis using Excel and internal portfolio management systems.
• Assist with the accurate execution and booking of trades based on instructions.
• Provide administration and operational support to the wider investment team.
• Contribute to ongoing projects, process improvements and best-practice initiatives.
• Continue to develop knowledge of the investment industry and financial markets.

About You

We are looking for an organised, accurate and proactive individual who is keen to develop a career within investment management.

You will ideally have:

• An RQF Level 3 CISI qualification, or a commitment to achieve this within an agreed timeframe.
• Strong Microsoft Word, Excel and PowerPoint skills.
• Excellent attention to detail and organisational skills.
• Strong communication and interpersonal skills.
• A client-focused approach and a commitment to delivering excellent service.
• The ability to work independently while contributing effectively within a wider team.
• An understanding of regulatory and compliance requirements within financial services.

The Ideal Candidate

This role would suit an Investment Administrator, Investment Assistant or experienced Financial Services Administrator who is looking to progress within a professional investment management environment. You will be proactive, ambitious and keen to expand your technical knowledge of investments and financial markets, while developing your career within an established team.

What's on Offer

• Opportunity to join an established investment and wealth management business.
• Norwich-based Portfolio Management position.
• Exposure to Investment Managers, clients and portfolio management.
• Support for relevant professional development and qualifications.
• Opportunity to build a long-term career within investment management.
• Collaborative and professional working environment.

For more information please reach out to Tom Roberts for more information. [e-mail]

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.