Investment Operations Assistant

Autograph Recruitment
29 Mar 2018
13 May 2018
Contract Type
Full Time

£20-25k + bonus + benefits

Investment Operations Assistant


Our client is a successful and growing wealth management company that boasts an array of impressive awards.These awards stem from having the best and right people in their business to deliver exceptional, industry leading advice and service to their clients.They assure that their clients get the attention they deserve.In return our client ensures that their people get the attention they deserve and reward and recognise them through offering a competitive and attractive remuneration and benefits package, as well as a top notch working environment in the heart of Bath.

To support their continued success and growth further they are looking to recruit an Investment Operations Assistant who will play an integral role in supporting the Investment Operations Executive (IOE) and the wider Investment Team.This is a brand new opportunity within the business and offers an exciting and rewarding career for an ambitious and driven individual.

The role will involve:

- Monitoring the operational aspects of the Discretionary Fund Management Platform
- Providing Regular ad-hoc valuations for the SIPP providers
- Placing trades via Pershing when the IOE is not in the office
- Providing support to the assistants when required in relation to client set up
- Providing administrative support to the investment team
- Organising investment team meetings
- Assisting with the electronic distribution of the quarterly DFM dashboards
- Requesting an compile fund due diligence for the Investment Analyst and Head of Investments
- Other admin tasks as required

The successful candidate will have a wealth management / financial services background. You will have strong administration skills and display an exceptionally high level of attention to detail, with excellent stakeholder engagement skills, both with internal colleagues and peers and external clients.

If you believe you have the relevant experience, can demonstrate impressive key achievements in your career to date and are ambitious to drive personal, team and company success, then please apply for immediate consideration

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