Investment Management Assistant

Mason Blake
London, United Kingdom
£40k - £50k
23 Nov 2022
25 Nov 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The Investment Management Assistant will take responsibility for the following duties:
  • Manage and administrate client portfolios.
  • Participate in client meetings and provide support to the Account Director as needed.
  • Ensure ongoing investment and administrative compliance across client bases through dashboard monitoring.
  • Ensure client portfolios reflect client objectives and investment policy by reviewing tactical allocations.
  • Prepare private client meeting packs, presentations, and valuations.

Investment Management Assistant will meet the following skillset:
  • IMC level 4 qualification or close to achieving this.
  • Strong organisational skills and effective portfolio management.
  • Possess high standard I.T skills and experience managing databases.
  • Maintain a professional manner and an energetic energy.
  • The ability to thrive in high pressure situations.

This is an ideal opportunity for an ambitious Investment Management professional looking to propel their career in a fast-growing and distinctive investment management business.

The company offers strong progression paths and excellent benefits including a competitive bonus structure.

If you believe your experience meets the criteria, please apply with a copy of your CV.

Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

"Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age."
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