Location
Harrogate
Salary
£28000 - £40000
TypePermanent
WorkplaceOn-Site
Ref84760
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 fiona.chen@heatuk.com or call at 07536 358051.