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Investment Administrator
4 weeks ago
A market leading Financial Planning & Investment Management organisation are currently in the market to recruit an Investment Administrator to join their Bath office. Our client has an outstanding reputation, they are a fully independent business that have offices across the UK.
As an Investment Administrator you will play a vital role in supporting the companies Investment Managers in delivering outstanding service to the companies' clients.
Duties include:
- Maintaining and developing the company's core investment fund panels
- Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
- Constructing simple and complex spreadsheets that will support the discretionary model portfolio service
- Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
- Working with external research companies, product providers for collating regular and ad-hoc information requests
- Assisting in the administration of the Investment Proposition across multiple investment platforms
- Producing and maintaining process documents for role responsibilities
The client is seeking to recruit an ambitious individual who has a genuine interest in the industry. To be considered you should have:
- Previous expereince within an investment related environment, individuals from providers Financial Planning and platforms will also be considered
- Educated to degree level or equivalent
- A track record of successfully performing administrative responsibilities
- An understanding of the financial services sector
- Proficient in the use of Microsoft suites, especially Excel
In return, my client is offering a competitive basic salary to £28,000 + bonus and excellent company benefits. They are a forward thinking employer who will provide you all the support you need for market exams, they also encourage progression - there will be frequent opportunities to progress within the Investment Management team.
They also offer hybrid working split between office & home.
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