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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 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.

**please note that the role will primarily be office based for the first month for training purposes and after that 3 days in the office and 2 from home**