Investment Support Administrator
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.I am currently looking to recruit an Investment Support Administrator to join their well-established office on the northeast outskirts.OverviewThe role is offered as a fixed-term contract for a period of 12 months.This role offers the opportunity to provide high-quality administrative and operational support to the Investment Director and wider Investment Team across Discretionary Fund Management (DFM) activities. The position plays an important part in accurate data management, timely reporting and the smooth delivery of investment processes, supporting the management of AREA Passive Plus, Blended Income MPS and AMPS portfolios. The focus is on administration, process coordination, and data integrity, rather than primary investment analysis or decision-making.Key duties• You will maintain and update investment spreadsheets, including FE risk scores, portfolio data and switching logs.• You will support the delivery of portfolio switches and rebalancing activity.• You will assist with back office system data reconciliation in partnership with Operations.• You will prepare Investment Committee packs and produce meeting minutes and action logs.• You will ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!