Investment Administrator

3 weeks ago


Leicester, United Kingdom Mattioli Woods Careers Full time

Are you detail-oriented with experience in administration? If so, we'd love to hear from youWe're looking for an Investment Administrator to join our growing team. You'll play a key role in the day-to-day administration of our clients' diverse investment portfolios, working closely with consultants, client relationship managers (CRMs), and technical specialists to ensure smooth operations and excellent client service.What you'll doadminister and process non-standard investment transactions and reviewsmaintain accurate records and data on client investment portfoliossupport annual investment reviews and due diligence processesliaise with clients, consultants, and CRMs on investment queries and updatesassist with investment committee preparation and documentationprocess investment applications, transfers, and ongoing administrationensure compliance with internal procedures and regulatory requirementssupport data management projects and system improvements



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