Investment Assistant

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

A dynamic investment management firm in the United Kingdom is seeking an Investment Assistant to join their team. This role provides hands-on experience in client and investment management tasks, including oversight services, case maintenance, and operational support. Ideal candidates possess strong interpersonal, organisational, and communication skills and are eager to develop their careers in a collaborative environment.

Benefits

Professional growth opportunities

Training provided to enhance skills

Qualifications

• Ability to build effective relationships with clients and colleagues.
• Meticulous record-keeping and ensuring seamless operation of systems.
• Maintaining precision and accuracy in reviewing documents.
• Prioritising tasks and managing deadlines efficiently.

Responsibilities

• Provide investment oversight service.
• Maintain the schedule of cases and ensure timely reporting.
• Monitor receipt of relevant periodic reporting data.
• Run and audit performance.
• Assist the investment team with quarter-end reporting.

Skills

Interpersonal skills

Organisational skills

Attention to detail

Time management

Communication skills

Team collaboration

Technological proficiency (MS Office, Excel)

Job description

Our client is excited to announce an opportunity to join their dynamic investment management team as an Investment Assistant. This role offers the perfect opportunity to kick‑start your career in client and investment management, providing hands‑on experience of vital functions such as oversight investment service, ongoing case maintenance, and general administrative tasks supporting both operations and investment teams. With exposure to a broad spectrum of investment management responsibilities and ample scope for professional growth, this position is ideal for candidates eager to launch a successful and rewarding career in the industry.

Job Duties:

• Provide investment oversight service
• Maintain the schedule of cases and ensure timely delivery of reporting
• Establish client structure in a core investment system (Tercero)
• Monitor receipt of relevant periodic reporting data from underlying asset managers
• Coordinate relevant security set ups
• Run and audit performance
• Generate reports and conduct an initial review
• Collaborate with the lead relationship manager to resolve any arising issues
• Review routines to maximise efficiencies through in-house systems
• Draft thoughtful and tailored commentary for review by the relationship manager
• Assist the broader team with general aspects of administration, including data collation for regulatory reporting
• Provide operational support for middle office and investment team
• Assist the investment team with quarter‑end reporting processes for clients
• Prepare fund and strategy fact sheets
• Collate and send performance data to external gatekeepers
• Perform a variety of client-focused administrative tasks
• Assist with various Anti‑Money Laundering (AML) tasks, including scheduled periodic file reviews for clients and intermediaries
• Investigate unexplained client transactions and manage daily exception reporting
• Document and track client‑related actions
• Communicate with clients to request important documentation
• Ensure record keeping and data integrity is up to date and accurate

Job Requirements:

• An interpersonal approach to build effective relationships with clients and colleagues, fostering collaboration and trust
• Strong organisational skills to keep meticulous records and ensure systems and processes operate seamlessly
• A keen eye for detail to maintain precision and accuracy when reviewing documents and completing tasks
• Effective time management skills to prioritise tasks and manage deadlines efficiently in a dynamic environment
• Clear communication skills, delivering information precisely both in writing and verbally, adapting approaches to suit different audiences
• A collaborative team player, willing to share ideas and work together to achieve goals
• Technological proficiency with MS Office, particularly Excel; training will be provided to enhance technical skills

What You'll Love:

This role offers the chance to play a key part in maintaining and enhancing the jurisdiction's reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk‑based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

Interested?

Register today, confidentially, with one of our friendly and dedicated recruitment specialists.