Investment Management Assistant

Front Row Recruitment – Southampton, City of Southampton

Due to continued growth, my client, a leading Independent Investment Manager, currently seeks a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client-driven activities. Duties will include:

1. Assisting IM's with portfolio management for a range of discretionary and advisory clients
2. Opening and maintenance of client accounts
3. General administration and data entry duties
4. Maintenance of due diligence documentation
5. Performing trades
6. Monitoring progress of investment funds
7. Assisting with the construction and maintenance of Investment models
8. Ensuring clients' portfolios are aligned with their goals and attitude to risk
9. Actively assisting with the development of Investment strategy

Applicants must possess previous support experience from the Investment / Financial services sector (NOT retail banking). You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem-solving, prioritizing, and organizational ability.

This is a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package. Please note that the role will primarily be office-based for the first month for training purposes and after that, 3 days in the office and 2 from home.