Junior Investment Administrator
Southampton | Permanent | £24,000 - £28,000/year | www.cv-library.co.uk |
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
With training and experience the role will involve:
• 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 will be educated to A'level standard with an interest in the Investment industry. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability. Prior experience in financial services will be advantageous although not a necessity.
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 benefits package
• 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
With training and experience the role will involve:
• 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 will be educated to A'level standard with an interest in the Investment industry. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability. Prior experience in financial services will be advantageous although not a necessity.
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 benefits package
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