Support Investment Managers with administrative and client activities, including portfolio management, client account maintenance, data entry, due diligence, trades, investment fund monitoring, and investment model construction.
* Assist with portfolio management for discretionary and advisory clients
* Open and maintain client accounts
* Perform general administration and data entry duties
* Maintain due diligence documentation
* Perform trades
* Monitor investment fund progress
* Assist with investment model construction and maintenance
* Align client portfolios with goals and risk attitudes
* Prepare investment proposals
* Contribute to investment strategy development
Previous support experience in Investment/Financial services (not retail banking) is required. Strong communication, administration, problem-solving, prioritization, and organizational skills are essential.
This is a great opportunity to join a leading Independent Investment Manager with a friendly and exciting work environment, excellent remuneration, and benefits package.
The role will initially be office-based for training and then 3 days in the office and 2 days from home.