Investment Support Specialist

6 days ago


Southampton, Southampton, United Kingdom Front Row Recruitment Full time
Investment Management Role

Due to continued growth, our client, a leading Independent Investment Manager, is seeking a talented candidate to support their friendly team. The role will involve assisting Investment Managers with a wide range of administrative and client-driven activities, including:

Key Responsibilities
  1. Supporting Investment Managers with portfolio management for discretionary and advisory clients
  2. Opening and maintaining client accounts
  3. General administration and data entry duties
  4. Maintenance of due diligence documentation
  5. Performing trades
  6. Monitoring progress of investment funds
  7. Assisting with the construction and maintenance of Investment models
  8. Ensuring clients' portfolios are aligned with their goals and attitude to risk
  9. Preparing investment proposals
  10. Actively assisting with the development of Investment strategy

Applicants must possess previous support experience from the Investment / Financial services sector (excluding retail banking). Strong communication and administration skills, along with a keen eye for detail and problem-solving ability, are essential for success in this role.

This is a great opportunity to join one of the UK's leading Independent Investment Managers, offering a friendly and exciting working environment, along with an excellent remuneration and benefits package.



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