Investment Administrator

2 months ago


LeighonSea, United Kingdom The Coast Partnership Full time

An outstanding new Junior level Investment Admin opportunity has arisen within a Chartered Wealth Planner/Specialist Discretionary Fund Manager.

The role is progressive and will lead to an investment analyst role in the next 3 years.

**Fund Administration / Research**:

- Populate analytical fund reports.
- Liaise and meet with fund groups and investment teams.
- Maintain research library and due diligence folders.
- Write team memos.

**Portfolio Management**:

- Sit in and learn from the Investment Committee
- Write investment commentary on the fund’s process.
- Analyse asset allocation models
- Produce quarterly client literature for our model portfolio range

**Wealth Management Programme (WMP)**
- Prepare Powerpoint presentations
- Update the website and social media with latest news and views

1-2 years of industry experience and a desire to build a long term career within investments.

The role offers a competitive basic salary and a very " team orientated and friendly environment " with training and development.

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Work Location: One location

Reference ID: JLIAL



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