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Permanent

Investment Managers Assistant

Bournemouth
money-bag 26000.00-26000.00 Annual
Posted 4 days ago

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 and ensuring compliance and AML regulations are adhered to Monitoring progress of investment funds Putting together client meeting packs and annual reports Preparing investment proposals for mew clients Liaising with clients in the absence of the Investment Manager Applicants must possess previous support experience from the Investment / Financial services sector.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 collaborative working environment and the chance to develop your Investment experience whilst working with a team of successful Investment Managers. please note that this job is primarily office based ..... full job details .....

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