Portfolio Administration Assistant
7 days ago
Job Description
We are seeking a talented Portfolio Administration Assistant to join our team at JJ SEARCH LIMITED.
About the Role
This is an excellent opportunity for someone who wants to develop their career in Private Banking.
The successful candidate will work alongside the Portfolio Team to assist with the analysis of Investments.
They will be responsible for executing trades and checking settlements.
The role involves producing periodic client reporting and producing client portfolio performance data and analysis.
The successful candidate will prepare investment presentations and contribute to Ad-hoc research reports.
Key Requirements
The ideal candidate must have + 2 years minimum experience within trading or a portfolio management, private banking environment.
Strong communication and numerical skills are essential for this role.
A strong understanding of IT skills – Excel/Word is also required.
Salary Details
An estimated salary for this role is £48,000 - £58,000 per annum.
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