Investment Management Assistant

Mason Blake; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global investment management company is seeking an Investment Management Assistant in London. This role involves managing client portfolios, conducting data analysis, and contributing to process improvement. The position offers excellent benefits, including structured development and a competitive bonus scheme.

Benefits

Structured development

Generous study support

Competitive bonus scheme

Qualifications

• 1-3 years’ experience in investment or asset management.
• Strong interest in investment markets.
• Excellent written and verbal communication skills.

Responsibilities

• Support management of charity and not-for-profit client portfolios.
• Conduct data analysis to support portfolio decisions.
• Assist in preparation of investment proposals.

Skills

Data analysis

Client management

Communication

Proficiency in MS Excel

Tools

MS Excel

VBA

Job description

Our client is a leading global investment management house. Due to continued business growth, they are now looking to recruit an Investment Management Assistant to join their team in London on a permanent basis.

About the Role:

Reporting directly to senior members of the Charities team, the Investment Management Assistant will take responsibility for the following duties:

• Support the management of charity and not-for-profit client portfolios, including preparing valuations, meeting packs, and investment presentations
• Monitor investment dashboards and ensure ongoing compliance with client mandates
• Conduct data analysis and visualisation to support portfolio decisions and departmental reporting
• Assist in the preparation of investment proposals for prospective clients and handle client enquiries
• Contribute to process improvement initiatives, including automation and enhanced reporting tools

Required Skills:

• 1–3 years’ experience in an investment or asset management environment
• Strong interest in investment markets, including equities, bonds, and alternatives
• Proficient in MS Excel, with a willingness to develop broader IT and coding skills (e.g. VBA, automation tools)
• Excellent written and verbal communication skills, with a client-first and collaborative mindset

This is an ideal opportunity for an ambitious investment professional looking to build a long-term career in a values-driven and mission-aligned investment business, with a strong presence in the not-for-profit and charity sectors.

The company offers structured development, generous study support, and excellent benefits including a competitive bonus scheme.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

If you believe your experience meets the criteria, please apply with a copy of your CV. Please note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.