Investment Managers Assistant

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
* Performing trades
* Monitoring progress of investment funds
* Assist with the construction and maintenance of Investment models
* Ensuring clients portfolios are aligned with their goals and attitude to risk
* Preparing investment proposals
* Actively assisting with the development of Investment strategy
Applicants must possess previous support experience from the Investment / Financial services sector (NOT retail banking).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 exciting working environment along with an excellent remuneration and benefits package

Location: Ocean Village, GB

Posted Date: 11/13/2024