Investment Support & Data Coordinator (12‑Month FTC)

Confidential; Essex; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Company social events

Pension

Cycle to work scheme

Health & wellbeing programme

Life insurance

On-site parking

Paid volunteer time

Referral programme

Sick pay

Working from home (post probation)

Job summary

Confidential is seeking an Investment Support Administrator to join our East Anglia team on a 12-month fixed-term contract. You will provide high-quality administrative support to the Investment Director and team across Discretionary Fund Management activities, with a focus on data integrity and timely reporting.

You will maintain investment data, support switches and rebalancing, reconcile data with Operations, and prepare committees, bulletins and factsheets.

Qualifications

• Working towards or holding a Level 4 industry qualification (CII Level 4 Diploma).
• Experience in financial services or investment administration desirable.
• Strong communication, research and analytical skills.

Responsibilities

• Maintain and update investment spreadsheets, including risk scores and portfolio data.
• Support delivery of portfolio switches and rebalancing activity.
• Assist with back office system data reconciliation with Operations.
• Prepare Investment Committee packs and record meeting minutes.
• Support production of monthly bulletins and quarterly factsheets.
• Produce and maintain AUM reporting and MI outputs.
• Manage investment mailbox and coordinate queries.
• Maintain document control, audit files and governance records.

Skills

Communication

Analytical skills

Data integrity

Office software

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Financial systems

Job description

Confidential is seeking an Investment Support Administrator to join our East Anglia team on a 12-month fixed-term contract. You will provide high-quality administrative support to the Investment Director and team across Discretionary Fund Management activities, with a focus on data integrity and timely reporting.

You will maintain investment data, support switches and rebalancing, reconcile data with Operations, and prepare committees, bulletins and factsheets.