Investment Administrator

3 weeks ago


London, United Kingdom mbf. Full time

Our client is recognised as a leading Investment Management and Wealth Management business with offices in the City of London. They current seek to recruit for an Assistant Investment Manager to join their busy and vibrant team. You will be working withina forward thinking organisation which offers excellent opportunities to progress and develop your career.

**Summary**:

- Assists the Investment Manager in the management of client portfolios

**Principal Activities**
- Assist Investment Manager in monitoring client portfolios
- Place and monitor deals for Investment Managers*
- Assist Investment Manager with writing investment review letters/ proposals/ reports and client correspondence
- Potential to support one of the Investment Committees
- Carry out Investment Manager instruction on recommendations and publishing documents
- Assist with client presentations and attend relevant client meetings with Investment Manager
- Undertake all paperwork at Office Level for either induction of new clients or transfer out of existing clients and liaise with Central Administration to ensure completion on the Pulse system
- Arrange and monitor client payment requests
- Deal with enquiries and requests from clients and office team
- Undertake supervised management of identified


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