Investment Portfolio Coordinator

6 days ago


Henley on Thames, Oxfordshire, United Kingdom eFinancialCareers Full time

We are seeking a skilled Investment Portfolio Coordinator to join our team. In this role, you will be responsible for managing relationships with institutional investors, family offices, and High Net Worth individuals. Your primary focus will be on facilitating regular investor engagement and interactions, ensuring accurate and timely communication.

About the Position
  • Responsibilities will include onboarding investors into our fund, completing the investor due diligence processes (KYC & AML), and ensuring all documentation is completed accurately.
  • You will work closely with introducers and agents, key vendors, and internal stakeholders to ensure seamless fund recording and investor portal management.
  • Another key aspect of the role will be reconciling all investor inflows and outflows, organizing and calculating investor redemptions, including detailed cashflow planning.
  • You will be responsible for organizing investor meetings and events, managing factsheet content, and overseeing Investor reporting.
  • Additionally, you will liaise with internal business teams and external stakeholders (Investment, Legal, Finance etc.), participate in ad-hoc projects, such as co-investment processes, and ensure full compliance with all policies and procedures.
Requirements
  • A minimum of 5 years of relevant work experience, preferably in an investor relations/client services role.
  • You will need to be detail-oriented, a structured thinker with strong project management and stakeholder management skills.
  • Exceptional English communication skills are required, both written and verbal.
  • Proficiency in Excel, PowerPoint, and Word is highly desirable.
  • You will need to be able to work effectively with senior management, investment teams, and investors.
  • Technically minded, you should be comfortable understanding financial/performance terminology.


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