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Investment Management Coordinator
2 months ago
Front Row Recruitment is seeking a highly skilled Investment Management Administrator to join their team. As a key member of the investment team, you will provide administrative support to Investment Managers, ensuring the smooth operation of client accounts and investment portfolios.
Key Responsibilities:
- Assist Investment Managers with portfolio management, including discretionary and advisory clients
- Manage client accounts, including opening and maintenance
- Perform general administration and data entry duties
- Monitor investment fund progress and assist with investment model construction and maintenance
- Ensure client portfolios align with their goals and risk tolerance
- Prepare investment proposals and assist with investment strategy development
Requirements:
- Previous experience in the Investment/Financial services sector (not retail banking)
- Outstanding communication and administration skills
- Strong problem-solving, prioritizing, and organizational abilities
What We Offer:
A great opportunity to work with a leading Independent Investment Manager, offering a friendly and exciting working environment, excellent remuneration, and benefits package. The role will primarily be office-based for the first month for training purposes, with a flexible working arrangement of 3 days in the office and 2 days from home after that.