Investment Managers Assistant

1 month ago

Southampton, United Kingdom CV-Library Full time

Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:
* Assisting IM's with portfolio management for a range of discretionary and advisory clients
* Opening and maintenance of client accounts
* General administration and data entry duties
* Maintenance of due diligence documentation
* Performing trades
* Monitoring progress of investment funds
* Assist with the construction and maintenance of Investment models
* Ensuring clients portfolios are aligned with their goals and attitude to risk
* Preparing investment proposals
* Actively assisting with the development of Investment strategy
Applicants must possess previous support experience from the Investment / Financial services sector (NOT retail banking).You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving, prioritising and organisational ability
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package

  • Investment Management

    2 months ago

    Southampton, United Kingdom Front Row Recruitment Full time

    Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include: * Assisting IM's with portfolio management for a range of...

  • Investment Managers Assistant

    2 months ago

    Southampton, United Kingdom Front Row Recruitment Full time

    Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include: * Assisting IM's with portfolio management for a range of...

  • Investment Management Assistant

    2 months ago

    Southampton, United Kingdom Front Row Recruitment Full time

    Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:Assisting IM's with portfolio management for a range of...

  • Investment Management Assistant

    2 months ago

    Southampton, United Kingdom Front Row Recruitment Full time

    Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:Assisting IM's with portfolio management for a range of...

  • Investment Management Assistant

    2 months ago

    Southampton, United Kingdom Front Row Recruitment Full time

    Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:Assisting IM's with portfolio management for a range of...

  • Investment Management Assistant

    2 months ago

    Southampton, United Kingdom Front Row Recruitment Full time

    Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:Assisting IM's with portfolio management for a range of...

  • Investment Managers Assistant

    2 months ago

    Southampton, United Kingdom Front Row Recruitment Full time

    Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include: Assisting IM's with portfolio management for a range of...

  • Investment Management Assistant

    3 weeks ago

    Southampton, Southampton, United Kingdom Page Personnel Sales Full time

    About Our ClientOur client is a leading Wealth Manager in the UK, with a rich heritage spanning over 200 years. They provide a secure financial future for their clients, and their team is based in Southampton.Job DescriptionThe Investment Managers Assistant will be responsible for providing administrative support to the investment team. This...

  • Investment Management Assistant

    3 weeks ago

    Southampton, Southampton, United Kingdom Page Personnel Sales Full time

    About Our ClientOur client is a leading Wealth Manager in the UK, with a rich heritage spanning over 200 years. They provide a secure financial future for their clients, and their team is based in Southampton.Job DescriptionThe Investment Managers Assistant will be responsible for providing administrative support to the investment team. This...

  • Investment Management Assistant

    4 weeks ago

    Southampton, Southampton, United Kingdom Page Personnel Sales Full time

    About Our ClientOur client is a leading Wealth Manager in the UK, with a rich heritage spanning over 200 years. They provide a secure financial future for their clients, and their team is based in Southampton.Job DescriptionThe Investment Managers Assistant will play a crucial role in supporting the team with administrative tasks, ensuring the office is tidy...

  • Investment Management Assistant

    4 weeks ago

    Southampton, Southampton, United Kingdom Page Personnel Sales Full time

    About Our ClientOur client is a leading Wealth Manager in the UK, with a rich heritage spanning over 200 years. They provide a secure financial future for their clients, and their team is based in Southampton.Job DescriptionThe Investment Managers Assistant will play a crucial role in supporting the team with administrative tasks, ensuring the office is tidy...

  • Investment Management Assistant

    3 weeks ago

    Southampton, Southampton, United Kingdom Page Personnel Sales Full time

    About Our ClientOur client is a leading Wealth Manager in the UK, with a rich heritage spanning over 200 years. They provide a secure financial future for their clients, and are based in Southampton within the financial services sector.Job DescriptionThe Investment Managers Assistant will be responsible for providing administrative support to the team,...

  • Investment Management Assistant

    3 weeks ago

    Southampton, Southampton, United Kingdom Page Personnel Sales Full time

    About the RoleThe Investment Managers Assistant will provide administrative support to the Investment Team, ensuring the smooth operation of the office and maintaining high standards of compliance and customer service.Key ResponsibilitiesAssist in the provision of administrative services, including maintaining records, answering phone calls, and preparing...

  • Investment Management Assistant

    2 months ago

    Southampton, UK, Hampshire, United Kingdom Front Row Recruitment Full time

    Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:Assisting IM's with portfolio management for a range of...

  • Investment Portfolio Assistant

    3 weeks ago

    Southampton, Southampton, United Kingdom Page Personnel UK Full time

    Page Personnel UK is seeking a skilled Investment Portfolio Assistant to support their financial operations. Key responsibilities include verifying human presence, ensuring secure connections, and providing administrative support.As an Investment Portfolio Assistant, you will be responsible for:Verifying human presence through online actionsEnsuring secure...

  • Investment Management Professional

    12 hours ago

    Southampton, Southampton, United Kingdom Page Personnel Sales Full time

    About the RoleThe Investment Managers Assistant will provide administrative support to the investment team, ensuring the smooth operation of daily tasks. This includes maintaining office cleanliness, managing stationery, and handling client correspondence. The successful candidate will have excellent communication skills and a general understanding of the...

  • Investment Support Specialist

    1 month ago

    Southampton, Southampton, United Kingdom Front Row Recruitment Full time

    Investment Management RoleDue to continued growth, our client, a leading Independent Investment Manager, is seeking a talented candidate to support their friendly team. The role will involve assisting Investment Managers with a wide range of administrative and client-driven activities, including:Key ResponsibilitiesSupporting Investment Managers with...

  • Investment Support Specialist

    1 month ago

    Southampton, Southampton, United Kingdom Front Row Recruitment Full time

    Investment Management RoleDue to continued growth, our client, a leading Independent Investment Manager, is seeking a talented candidate to support their friendly team. The role will involve assisting Investment Managers with a wide range of administrative and client-driven activities, including:Key ResponsibilitiesSupporting Investment Managers with...

  • Investment Portfolio Coordinator

    3 weeks ago

    Southampton, Southampton, United Kingdom fish4.co - Jobboard Full time

    p>Are you looking for a challenging role in the investment sector? p>Our client, a leading Independent Investment Manager, is seeking a talented candidate to support their Investment Managers with a wide range of administrative and client-driven activities. p>Key responsibilities include: p>ul>li>Assisting Investment Managers with portfolio management for...

  • Investment Support Specialist

    3 weeks ago

    Southampton, Southampton, United Kingdom fish4.co - Jobboard Full time

    Investment Management RoleDue to continued growth, our client, a leading Independent Investment Manager, is seeking a talented candidate to support their friendly team. The role will involve assisting Investment Managers with a wide range of administrative and client-driven activities.Key Responsibilities:Supporting Investment Managers with portfolio...