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Investment managers assistant

Bournemouth
Permanent
Front Row Recruitment
Investment manager
Posted: 6 November
Offer 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 the 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 and ensuring compliance and AML regulations are adhered to * Monitoring progress of investment funds * Putting together client meeting packs and annual reports * Preparing investment proposals for mew clients * Liaising with clients in the absence of the Investment Manager Applicants must possess previous support experience from the Investment / Financial services sector.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 collaborative working environment and the chance to develop your Investment experience whilst working with a team of successful Investment Managers. **please note that this job is primarily office based...

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