Investment Administrator

Due to ongoing expansion, my client, a distinguished Independent Investment Manager, is seeking a highly skilled candidate to join their friendly team. The role entails providing comprehensive support to the Investment Managers (IMs) in a variety of administrative and client-focused tasks.

Responsibilities 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 have 1-2 years of administrative support experience in the Investment/Financial services sector (not retail banking or short-term internships). A solid education, with C or above in English and Maths, is required. Strong communication, administration skills, attention to detail, problem-solving, prioritising, and organisational abilities are essential.

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.