Investment Support Specialist

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 Specialist to join their well-established office on the northeast outskirts.Role PurposeTo provide dedicated support to the Investment Director in managing the Discretionary Fund Management (DFM). This role is essential for enhancing operational efficiency, ensuring compliance, and improving client service. The specialist will assist with portfolio management, client reporting, compliance, administrative duties, and specific tasks related to AREA Passive Plus, Blended Income MPS, and active and passive AMPS.Key Accountabilities Portfolio Management SupportMonitor and rebalance client portfoliosConduct research and analysis for investment decisionsPrepare investment performance reports and presentationsClient ReportingGenerate and distribute regular client reportsEnsure accuracy and timeliness of client communicationsAddress client inquiries related to portfolio performance and strategyCompliance and Regulatory SupportEnsure all investment activities comply with regulatory requirementsAssist in the preparation and submission of compliance reportsStay updated on changes in regulations affecting the ..... full job details .....