Investment Administrator

2 weeks ago

Guildford, United Kingdom Ortus Psr Full time

As an Investment Administrator you willsupport to the Client Investment Oversight function focussed in the following areas;
Amending Templates for Transact & Nucleus - To ensure that amendments and outcomes from the IMC are input into the existing templates to ensure only our Centralised Investment Proposition (CIP) is reflected.

Amending Fastrak Model Portfolios - Similar methodology to keeping the templates at Transact and Nucleus correct inside the Fastrak programme.

Risk Matrix - Ensuring the IMC output is reflected correctly in the risk matrix Fund Risk Sheets - Using in house risk modelling tool keeping the fund risk sheets up to date.

Mailouts to Clients - Facilitating the roll out of bulk mailings. An example would be towards the end of the tax year contacting those clients who have not fully utilised their allowances.

Weekly Fund Reports - Reporting into the Client Investment Manager officer with weekly statistics to be used to monitor trends. Targeted/Structured Fund Research - Under guidance from the Client Investment Manager conduct structured fund research.

**To be considered**:
Experience as an Investment Administrator is essential

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