Portfolio Assistant
3 weeks ago
Job Title: Portfolio Assistant - Single Family Office
Location: London
We are seeking a talented individual for a Portfolio Managers Assistant position in our single family office. This is a broad generalist role within a small, collegial team, offering broad exposure and growth opportunities across the full range of operational and investment functions.
Key Responsibilities:
- Calculate and implement trades on behalf of fund manager
- Monitor daily cash flows and margin movements
- Oversee and co-ordinate trade execution and settlement
- Produce investment reports on daily, weekly, monthly, quarterly, and annual basis
- Manage and maintain the investment database
- Monitor margin balances held at brokers
Candidate Profile:
- 2-4 years relevant investment management experience
- Educated to degree level; minimum 2:1 or equivalent
- Enthusiastic and hands-on approach
- Strong grasp of Excel
- Good analytical and quantitative skills
Salary: £50,000 - £70,000 per annum
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