Investment Administrator

Reed

Posted 2 days ago, valid for 6 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 our team in Coventry, offering an annual salary of up to £28,000.
This full-time, office-based position is suitable for candidates with little to no experience in fund research and investments.
The role involves assisting in fund research, managing client valuations, and supporting administrative tasks related to client and fund management.
Candidates should have a keen interest in financial services and a desire to grow and learn within the industry.
Benefits include study support, 24 days of holiday plus bank holidays, a quarterly discretionary bonus, and comprehensive training.

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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