Investment Assistant

Our client, a well-established wealth management and investment firm, are seeking a highly organised and detail-oriented Investment Assistant to join a growing investment team. This role offers an excellent opportunity for someone looking to develop a career within portfolio management and financial services. Key Responsibilities • Support the onboarding and setup of new investment portfolios across relevant systems and platforms • Process portfolio transactions, including bulk trades and cash movements • Assist with portfolio rebalancing exercises and investment model updates • Monitor portfolio activity and identify any breaches or exceptions requiring action • Manage cash allocations, contributions, and investment instructions • Liaise with internal departments and external platforms to resolve operational issues and ensure accurate processing • Prepare management information, data packs, and reports for meetings and business requirements • Take meeting notes and maintain accurate records of discussions and actions • Contribute to business projects and process improvement initiatives • Support the wider team with administrative and operational tasks as required About You • Excellent administrative and organisational skills • Ability to manage multiple priorities and work to deadlines • Strong analytical and problem-solving abilities • Excellent written and verbal communication skills • Proficiency in Microsoft Office, particularly Excel • Comfortable working with online platforms, databases, and business systems • A proactive attitude with a willingness to learn and adapt in a fast-paced environment This opportunity would suit someone who enjoys working with data, processes, and investments, and who takes pride in delivering high levels of accuracy and client service. If this sounds like you, apply today.