Job Description

The business is currently on the lookout for an experienced, capable and knowledgeable candidate to assist the Investment Managers within the business.
This represents a great opportunity to join a robust business, and play a key role in delivering first class service to clients by providing all administration associated with their investment portfolios. The key tasks associated with the position include but are not limited to: market reporting, corporate actions, AIM performance figures and suitability letters, monthly valuations as well as transaction reporting updates.

Required Knowledge, Skills, and Abilities

The successful candidate will be a strong team player and will already have experience in the investment management field, and will hold some of the relevant CISI qualifications preferably. Familiarity with excel spreadsheet work will be of an advantage.