Cambridge
Portfolio/Investment Assistant – Cambridge – Up to £27,000
The opportunity for a Portfolio Assistant to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.
This would suit someone who is a recent graduate with an interest in Investments/financial services and keen to complete their exams within the industry.
The Opportunity
- Provide administrative support throughout the trade implementation process
- Provide administrative support to the investment team on day-to-day activities such as trade support, periodic rebalancing, corporate actions, cash flows, client reporting, portfolio monitoring, performance tracking, model changes, internal MI
- Develop a strong relationship between Advisers and the Investment team, providing ad hoc support when needed
- Work with the Research Analyst to monitor and identify funds for further research
- Stay apprised about the state of the UK economy, global financial markets, and general current events
- Maintain current knowledge about financial products available to corporate and individual clients
- Develop a deep understanding of internal investment capabilities and client investment needs
- Attend Investment Committee meetings to review and discuss overall portfolio strategies, provide concise and accurate written meeting notes
- Contribute to the strong investment culture of the team and the firm
- Contribute to the delivery of strong investment results for clients
- Work closely with the Research Analyst to assess financial information and investment opportunities
- Ensure compliance with the companies legal and compliance requirement with relevant authorities
What’s needed to be considered
In order to be considered for this unique opportunity, candidates need to have –
- Strong academic background, educated to a high level
- Level 4 CISI Investment Advice Diploma preferred (or working towards)
- Professional communication manner, both written and verbally
What’s next?
Apply today to be considered for this portfolio/investment administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Investment Administrator, Sales Support