Investment Management Associate

7 days ago


Southampton, Southampton, United Kingdom Front Row Recruitment Full time
Investment Management Assistant

Front Row Recruitment is seeking a talented Investment Management Assistant to join their friendly team. The successful candidate will support the Investment Managers with a wide range of administrative and client-driven activities.

Key Responsibilities:
  • Assist Investment Managers with portfolio management for discretionary and advisory clients
  • Open and maintain client accounts
  • Perform general administration and data entry duties
  • Maintain due diligence documentation
  • Execute trades
  • Monitor investment fund progress
  • Support the construction and maintenance of investment models
  • Ensure client portfolios align with their goals and risk tolerance
  • Prepare investment proposals
  • Contribute to the development of investment strategy

The ideal candidate will possess previous support experience from the Investment/Financial services sector and demonstrate outstanding communication and administration skills, a keen eye for detail, and strong problem-solving, prioritizing, and organizational abilities.

This is a great opportunity to join 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 and then 3 days in the office and 2 from home.



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