Investment Portfolio Administrator

My client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre. Key responsibilities include; - Assist and prepare reports, correspondence and other relevant documentation including investment proposals - On-board new clients and collate...

Job Title: Investment Portfolio ManagerThe Macdonald & Company team is seeking an experienced Investment Portfolio Manager to join its Commercial Property Investment division in Manchester. This role offers a unique opportunity for a professional with a strong background in data science and financial modeling to drive investment decisions and maximise...

Job SummaryWe are seeking a Portfolio Management Analyst to support the management of diverse investment portfolios. The successful candidate will work closely with the Portfolio Management team, leveraging cross-functional expertise to deliver exceptional results.Main ResponsibilitiesPortfolio Monitoring: Contribute to all aspects of portfolio management,...

About Merje:We are a leading banking institution in Manchester, seeking an experienced Investment Portfolio Lead to join our team. This is a fantastic opportunity for a skilled investment professional to lead and manage a portfolio of customers.Location: Manchester, UKHybrid working availableSalary: Up to £70,000 per annumJob Description:As an Investment...

Job Description:As a Senior Investment Support Professional, you will play a vital role in the investment management process. You will be responsible for rebalancing client portfolios, assisting with regulatory and performance reporting, and implementing portfolios using custody software platforms.You will liaise with third-party platforms, ensure settlement...

We have an opportunity for an organised and conscientious Administrator to deliver a high level of service to the Investment team. Organised and professional, you will provide exceptional administrative support and carry out Customer Due Diligence (CDD) checks at initial stages of the investment process, including online ID checks and credit searches. You...

AJ Bell Management Limited is a leading investment platform business in the UK, offering a range of award-winning solutions for financial advisers and DIY investors. As an Investments Analyst, you will be responsible for supporting the maintenance of AJ Bell discretionary managed portfolios across various areas, including product governance, strategic and...

Investment Administrator required for IFA practice based in Manchester City Centre. The role involves administering investments using internal systems and procedures. **Duties** Producing valuations Placing trades Cash and stock reconciliation Establishing new accounts Processing contract notes Answering the telephone Dealing with...

Job SummaryWe are seeking an experienced Payroll Administrator to join our team at Portfolio Payroll Limited, based in the Manchester area. This is a high-volume, fast-paced role that requires strong technical skills and excellent communication abilities.About the RoleThe successful candidate will be responsible for managing their own portfolio of clients,...

About the RoleWe are seeking an experienced Investment Platform Administrator to join our team and take on key responsibilities in maintaining system integrity, reviewing trades, and ensuring accurate securities pricing.Process trade rebookings and update static data as necessary.Monitor client exposure levels, including short positions and client...

Job Title: Investment Platform AdministratorEstimated Salary: £35,000 - £45,000 per annumAbout AJ Bell Management LimitedAJ Bell is a leading investment platform business in the UK, offering innovative solutions for financial advisers and DIY investors. With over 528,000 customers managing assets totalling more than £83 billion, we strive to make...

Are you looking for a challenging career in stockbroking? We are seeking a talented individual to join our team as an Experienced Private Client Stockbrokers.Job Description:Build and maintain a portfolio of private client relationships to maximize asset and revenue growth by meeting client needs.Understand investment, tax, trust, pensions, financial...

Role OverviewWe are seeking a highly analytical Portfolio Acquisition Specialist to assess investment opportunities across multiple geographies and assets.This varied and challenging role involves assessing around 150 investment opportunities per year, with the pricing team responsible for running transactions post origination, including valuation, due...

We are seeking a highly skilled Strategic Portfolio Manager to join our team in Manchester, UK.As a key member of our Asset Management team, you will be responsible for managing and advising on both existing and new client investment portfolios.This is an exciting opportunity to work with a well-established national Asset Management firm that has a strong...

We are seeking an exceptional Investment Operations Manager to join our team, bringing your expertise in portfolio management and operations. In this role, you will be responsible for overseeing the day-to-day activities of the Investments team, ensuring seamless execution of tasks and meeting regulatory requirements.Key Responsibilities:Portfolio...

Who we're looking forWe're looking for an Assistant Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group.Someone who is passionate about delivering excellent client service and investment management for our clients.We want someone who can work alongside our Portfolio Managers, with the...

We are seeking a motivated Analyst to join our Portfolio Management team, supporting the management of diverse investment portfolios.You will work alongside a collaborative team of ten Portfolio Managers dedicated to credit portfolios and additional PMs across the Group.In this role, you'll interact closely with all areas of the business, including the...

Are you a highly motivated and organised individual with excellent communication skills? We have an exciting opportunity for a Sales Portfolio Administrator to join our dynamic Internal Sales team in Manchester.About the RoleThis is a pivotal role in nurturing client relationships, identifying sales prospects, and achieving sales targets. As a Sales...

Job Description We are seeking a motivated Analyst to join our Portfolio Management team, supporting the management of diverse investment portfolios. You will work alongside a collaborative team of ten Portfolio Managers dedicated to credit portfolios and additional PMs across the Group. In this role, you’ll interact closely with all areas of the business,...

We are seeking a motivated Analyst to join our Portfolio Management team, supporting the management of diverse investment portfolios. You will work alongside a collaborative team of ten Portfolio Managers dedicated to credit portfolios and additional PMs across the Group. In this role, you’ll interact closely with all areas of the business, including the...