Join an Investment Management team on a 9-month fixed term contract and play a key role in managing customer portfolios with precision and care.
The Role
This role offers hands on experience in investment administration, supporting both customers and third-party relationships while ensuring smooth portfolio operations.
About You
You are detail focused and organised with experience in investment administration and a genuine interest in financial markets.
The Role
This role offers hands on experience in investment administration, supporting both customers and third-party relationships while ensuring smooth portfolio operations.
- Open and close accounts ensuring all relevant documents and agreements are completed accurately
- Process cash transfers between third parties and the company in line with customer requests
- Identify investigate and resolve queries from third parties and customers
- Maintain positive relationships with external stakeholders
- Provide support to other team members to ensure efficient operations
About You
You are detail focused and organised with experience in investment administration and a genuine interest in financial markets.
- Previous experience in an investment-related or similar role
- Strong working knowledge of Microsoft Office particularly Excel
- Ability to organise tasks and meet strict deadlines
- Flexible and adaptable attitude with a team player mindset
- High level of accuracy especially when inputting data
- Interest in investments and financial services
- Valuable hands on experience within a dynamic Investment Management team
- Opportunity to develop knowledge and skills in investment administration
- Supportive team environment with opportunities to contribute and learn