Investment Assistant

Our client, a well-established wealth management and investment firm, are seeking a highly organised and detail-oriented Investment Assistant to join a growing investment team. This role offers an excellent opportunity for someone looking to develop a career within portfolio management and financial services.Key ResponsibilitiesSupport the onboarding and setup of new investment portfolios across relevant systems and platformsProcess portfolio transactions, including bulk trades and cash movementsAssist with portfolio rebalancing exercises and investment model updatesMonitor portfolio activity and identify any breaches or exceptions requiring actionManage cash allocations, contributions, and investment instructionsLiaise with internal departments and external platforms to resolve operational issues and ensure accurate processingPrepare management information, data packs, and reports for meetings and business requirementsTake meeting notes and maintain accurate records of discussions and actionsContribute to business projects and process improvement initiativesSupport the wider team with administrative and operational tasks as requiredAbout YouExcellent administrative and organisational skillsAbility to manage multiple priorities and work to deadlinesStrong analytical and problem-solving abilitiesExcellent written and verbal communication skillsProficiency in Microsoft Office, particularly ExcelComfortable working with online platforms, databases, and business systemsA ..... full job details .....