Job Description
Investment Administrator
* Annual Salary: Up to £28,000
* Job Type: Full-time
* Office-based, Coventry
We are seeking an Investment Administrator to join our client's team, focusing on model portfolio management and client risk assessment. This role is ideal for someone new to fund research and investments, and is keen to progress, grow, and learn.
An interest in financial services/investments is key.
Day-to-day of the role:
* Assist in the research on funds and ongoing support of client portfolios.
* Manage monthly client valuations to ensure timely and accurate delivery.
* Support the team in administrative tasks related to client and fund management.
* Compile and organise research materials for client presentations.
Benefits:
* Salary - Up to £28k
* Study support
* Progression is strongly supported
* Holiday - 24 days + bank holidays. Closed over Christmas.
* Quarterly discretionary bonus
* Comprehensive training in fund research and client portfolio management.
To apply for this Investment Administrator position, please submit your CV below.