Investment Operations Associate: Client & Portfolio Support

RGH-Global Ltd; Newcastle upon Tyne; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company in the United Kingdom is seeking an Investment Operations Assistant to provide high-quality administrative support to Investment Managers. Key responsibilities include managing client portfolios, processing account requests, and maintaining accurate internal records. The ideal candidate will exhibit strong organisational skills and attention to detail, with proficiency in Microsoft Office, particularly Excel. A client-focused approach is essential in this dynamic role aiming to deliver positive client outcomes.

Qualifications

• Strong organisational skills and attention to detail.
• Experience working with financial services systems or databases.
• Ability to manage multiple priorities and work independently.

Responsibilities

• Provide day-to-day administrative support to Investment Managers.
• Support client relationship management through accurate administration.
• Process account opening and closure requests following procedures.
• Maintain and update client and account records on internal systems.
• Produce Excel-based reports using internal data.
• Assist with preparation for client meetings and presentations.

Skills

Strong proficiency in Microsoft Word

Strong proficiency in Excel

Strong proficiency in PowerPoint

Attention to detail

Organisational skills

Client-focused mindset

Strong communication skills

Job description

A financial services company in the United Kingdom is seeking an Investment Operations Assistant to provide high-quality administrative support to Investment Managers. Key responsibilities include managing client portfolios, processing account requests, and maintaining accurate internal records. The ideal candidate will exhibit strong organisational skills and attention to detail, with proficiency in Microsoft Office, particularly Excel. A client-focused approach is essential in this dynamic role aiming to deliver positive client outcomes.