Job description
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:
- Assisting IM's with portfolio management for a range of discretionary and advisory clients
- Opening and maintenance of client accounts
- General administration and data entry duties
- Maintenance of due diligence documentation
- Performing trades
- Monitoring progress of investment funds
- Assist with the construction and maintenance of Investment models
- Ensuring clients portfolios are aligned with their goals and attitude to risk
- Preparing investment proposals
- 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, prioritising and organisational ability.
This 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.
Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- Southampton
- Type of Contract
- Full-time jobs
- Published at
- 22-08-2026
- Profession type
- Accountancy
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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