We are looking for a highly organised and proactive administrator to support our Investment and Portfolio teams. You will play a key role in ensuring the smooth and efficient delivery of investment processes, portfolio management activity, and ongoing departmental operations.
Key Responsibilities
In this varied and fast‑paced role, you will:
* Carry out Customer Due Diligence (CDD) checks at key stages of the investment process, including online ID verification and credit searches.
* Support investment deal progression, coordinating legal and drawdown documentation and ensuring all required information is in place prior to loan completion.
* Assist with the handover of new investments to the Portfolio team.
* Maintain accurate data across Customer Relationship Management (CRM) systems, SharePoint and Loan Admin System.
* Respond to customer enquiries throughout the life of a loan.
* Coordinate meeting logistics including room bookings, agendas, documentation and minute‑taking.
* Assist with monthly and quarterly investor reporting.
* Support financial processing, including raising purchase orders and handling invoices.
* Build knowledge of investment and post‑investment processes over time.
* Undertake any additional tasks as required to support the department’s operational needs.
About You
* Excellent written, verbal and interpersonal communication skills.
* Strong organisational skills with the ability to prioritise under pressure.
* Attention to detail and a commitment to high‑quality work.
* Ability to work independently as well as collaboratively.
* Confidence in decision‑making.
* Motivation to develop expertise in investment processes.
* Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
Desirable:
* Understanding of Limited Partnership fund reporting.
* Knowledge of the SME business environment.