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Investment Administrator
3 weeks ago
An outstanding new Junior level Investment Admin opportunity has arisen within a Chartered Wealth Planner/Specialist Discretionary Fund Manager.
The role is progressive and will lead to an investment analyst role in the next 3 years.
**Fund Administration / Research**:
- Populate analytical fund reports.
- Liaise and meet with fund groups and investment teams.
- Maintain research library and due diligence folders.
- Write team memos.
**Portfolio Management**:
- Sit in and learn from the Investment Committee
- Write investment commentary on the fund’s process.
- Analyse asset allocation models
- Produce quarterly client literature for our model portfolio range
**Wealth Management Programme (WMP)**
- Prepare Powerpoint presentations
- Update the website and social media with latest news and views
1-2 years of industry experience and a desire to build a long term career within investments.
The role offers a competitive basic salary and a very " team orientated and friendly environment " with training and development.