Investment Portfolio Manager
2 weeks ago
Evelyn Partners Fund Solutions Limited is a leading wealth management and professional services group with over 186 years of experience. We provide award-winning services to our clients by employing exceptional individuals who share our core values of Personal, Performance, and Client-Centric approach.
We are seeking an ambitious Portfolio/Client Administrator to join our Investment Management team in London. As a key member of the team, you will be responsible for delivering full administrative support to Investment Managers, building relationships with clients, and providing a positive client experience.
This role offers an excellent opportunity to progress your career further into Investment Management. You will have access to a structured training program, supporting your personal and professional growth. The hybrid working arrangement allows for flexibility, with a requirement to be in the office three days per week.
The responsibilities of this role include:
- Working closely with Investment Managers to deliver exceptional client outcomes;
- Building strong relationships with clients and maintaining regular communication;
- Liaising with operational teams to provide support on various activities;
- Assisting in processing deals under the supervision of the team;
- Supporting Investment Managers in preparing new business pitches and presentations;
- Maintaining accurate back-office systems and client records in line with company policies;
To succeed in this role, you should have:
- Previous experience in portfolio/client administration;
- Experience supporting Investment Managers/Wealth Management teams;
- A strong commitment to client service and satisfaction.
We offer a competitive salary package, including:
- An estimated annual salary of £45,000 - £60,000 depending on experience;
- Private medical insurance;
- Life assurance;
- Pension contribution;
- Generous holiday package;
- Option to purchase additional holiday;
- Shared parental leave.
Please note that the salary range is based on industry standards and the location of the role.
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