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Portfolio Administration Assistant
1 week ago
We are looking for a talented and motivated individual to join our team as an Investment Management Assistant. This is a fantastic opportunity to develop your skills and experience in investment administration, working closely with experienced investment managers and professionals.
Key Responsibilities
- Provide administrative support to investment managers, ensuring timely and accurate delivery of services.
- Prepare and review account opening packs, ensuring all necessary documentation is complete and up-to-date.
- Support the production of presentations, pitches, and proposals, working closely with investment managers to deliver compelling client solutions.
- Liaise with cross-functional teams, including onboarding, financial planning, and client services, to ensure seamless service delivery.
Requirements
- Relevant degree qualification or equivalent experience.
- Previous experience in a financial services environment, with a focus on investment administration.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with stakeholders.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.