Investment Administrator

Reed

Posted 2 days ago, valid for 5 days

Coventry, West Midlands CV6 3BF, England

£28,000 per annum

Full Time

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Sonic Summary

We are looking for an Investment Administrator to join a team in Coventry, focusing on model portfolio management and client risk assessment.
The position offers an annual salary of up to £28,000 and is office-based, full-time.
This role is suited for individuals with an interest in financial services and investments, particularly those new to fund research.
Key responsibilities include assisting in fund research, managing client valuations, and supporting administrative tasks related to client and fund management.
Candidates are encouraged to apply if they are eager to learn and grow, with opportunities for study support and career progression.

Investment Administrator

Annual Salary: Up to £28,000
Job Type: Full-time
Office-based, Coventry

We are seeking an Investment Administrator to join our client's team, focusing on model portfolio management and client risk assessment. This role is ideal for someone new to fund research and investments, and is keen to progress, grow, and learn.

An interest in financial services/investments is key.

Day-to-day of the role:

Assist in the research on funds and ongoing support of client portfolios.
Manage monthly client valuations to ensure timely and accurate delivery.
Support the team in administrative tasks related to client and fund management.
Compile and organise research materials for client presentations.

Benefits:

Salary - Up to £28k
Study support
Progression is strongly supported
Holiday - 24 days + bank holidays. Closed over Christmas.
Quarterly discretionary bonus
Comprehensive training in fund research and client portfolio management.

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