Investment Support Specialist

2 weeks ago


Southampton, Southampton, United Kingdom Front Row Recruitment Full time

Investment Opportunities Ahead

**About the Role**

Front Row Recruitment is seeking a skilled Investment Support Specialist to join a leading Independent Investment Manager. As a key member of the team, you will provide administrative and client-driven support to the Investment Managers, ensuring seamless portfolio management and exceptional client experiences.

**Key Responsibilities**

* Assist Investment Managers with portfolio management, including discretionary and advisory clients
* Maintain client accounts, ensuring accurate and up-to-date information
* Perform general administration and data entry duties, prioritizing tasks to meet deadlines
* Collaborate with the team to develop and maintain due diligence documentation
* Monitor investment fund progress and perform trades as needed
* Contribute to the construction and maintenance of investment models
* Ensure client portfolios align with their goals and risk tolerance
* Prepare investment proposals and support the development of investment strategies

**Requirements**

* Previous experience in the Investment or Financial Services sector (not retail banking)
* Excellent communication and administration skills
* Strong problem-solving, prioritization, and organizational abilities

**What We Offer**

This is a fantastic opportunity to work with a leading Independent Investment Manager, offering a friendly and dynamic work environment, competitive remuneration, and a range of benefits.



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