Investment Support Specialist

4 weeks ago


Southampton, Southampton, United Kingdom Front Row Recruitment Full time
Investment Management Support 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. Maintaining client accounts and performing general administration duties
  3. Assisting with due diligence documentation and trade execution
  4. Monitoring investment fund progress and maintaining investment models
  5. Ensuring client portfolios align with their goals and risk tolerance
  6. Preparing investment proposals and supporting the development of investment strategy

Applicants must possess previous support experience from the Investment/Financial services sector and demonstrate outstanding communication, administration, and problem-solving skills. This is a great opportunity to join one of the UK's leading Independent Investment Managers, offering a friendly and exciting working environment, excellent remuneration, and benefits package.



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