Investment Managers Assistant

Front Row Recruitment; Bournemouth; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Independent Investment Manager in the UK is seeking a talented candidate to join their team. This role involves assisting Investment Managers with portfolio management and a variety of administrative tasks including maintaining client accounts, compliance documentation, and preparing client meeting materials. The ideal candidate should possess prior experience in the financial services sector, excellent communication skills, and a keen attention to detail. This opportunity offers a collaborative working environment focused on developing investment experience.

Qualifications

• Previous support experience from the Investment / Financial services sector is essential.
• Excellent administration skills required.

Responsibilities

• Assist IM's with portfolio management for clients.
• Open and maintain client accounts.
• General administration and data entry duties.
• Ensure compliance with AML regulations.
• Monitor progress of investment funds.
• Prepare client meeting packs.

Skills

Outstanding communication

Strong problem-solving

Organisational ability

Attention to detail

Job description

Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include :

• 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 and ensuring compliance and AML regulations are adhered to
• Monitoring progress of investment funds
• Putting together client meeting packs and annual reports
• Preparing investment proposals for mew clients
• Liaising with clients in the absence of the Investment Manager

Applicants must possess previous support experience from the Investment / Financial services sector.You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving, prioritising and organisational ability

This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and collaborative working environment and the chance to develop your Investment experience whilst working with a team of successful Investment Managers.

please note that this job is primarily office based