Investment Operations Specialist | Hybrid Role

RGH-Global Limited; Newcastle upon Tyne; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

A leading financial services firm in Newcastle upon Tyne is seeking an Investment Operations Assistant to provide vital administrative and operational support to Investment Managers. You will manage client portfolios, assist with documentation, and ensure client satisfaction through effective communication. The ideal candidate should possess strong skills in Microsoft Office, particularly Excel, with a focus on detail and client service. This role offers a competitive salary range of £28,000-£35,000 and the opportunity for hybrid working.

Qualifications

• Strong organisational skills and attention to detail.
• Ability to manage multiple priorities effectively.
• Understanding of regulatory and compliance obligations.

Responsibilities

• Provide administrative support to Investment Managers.
• Manage client records on internal systems.
• Produce Excel-based reports using internal data.
• Support ongoing team projects and operational initiatives.

Skills

Proficiency in Microsoft Word

Proficiency in Excel

Proficiency in PowerPoint

Communication skills

Time management

Client-focused mindset

Job description

A leading financial services firm in Newcastle upon Tyne is seeking an Investment Operations Assistant to provide vital administrative and operational support to Investment Managers. You will manage client portfolios, assist with documentation, and ensure client satisfaction through effective communication. The ideal candidate should possess strong skills in Microsoft Office, particularly Excel, with a focus on detail and client service. This role offers a competitive salary range of £28,000-£35,000 and the opportunity for hybrid working.