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Investment Operations Associate


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Salary £28000 - £40000

Recruiter Managing This Role

Investment Operations Associate
Harrogate/ North Yorkshire
Salary range: £28,000 – £40,000 plus benefits

Company Overview:
A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations.

Job Description:

  • Collating and analysing quarterly AUM figures.
  • Managing submissions and ensuring compliance with regulatory requirements.
  • Performing financial modeling tasks, including rebalances, buying and selling, and adjustments for encashing or income raises.
  • Updating and maintaining lists for portfolio rebalances.
  • Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity.

Qualifications & Experience:

  • CISI/CFA level 4 qualified.
  • Previous experience in investment operations, portfolio management, or related roles essential.
  • Analytical and quantitative skills, with proficiency in financial modeling techniques.
  • Excellent attention to detail and organisational skills.
  • Proficiency in Microsoft Excel and other relevant software.

For initial discussion, please email at or call at 07536 358051. 

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