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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 and ensuring compliance and AML regulations are adhered to
- Monitoring progress of investment funds
- Putting together client meeting packs and annual reports
- Preparing investment proposals for mew clients
- Liaising with clients in the absence of the Investment Manager
Applicants must possess previous support experience from the Investment / Financial services sector.You must possess outstanding communication and administration skills along with a keen eye for detail andstrong problem solving, prioritising and organisationalability
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and collaborative working environment and the chance to develop your Investment experience whilst working with a teamof successful Investment Managers.
**please note that this job is primarily office based**
