Back to search
Location: Girton, Cambridge
Job Purpose:
Our client is seeking a motivated and detail-oriented Portfolio Assistant to support their Investment Management team in delivering exceptional service to their clients. This role provides an excellent opportunity to gain exposure to a dynamic investment environment and contribute to the success of their client portfolios.
Key Responsibilities:
- Provide administrative support across the trade implementation process and daily investment activities, including trade support, rebalancing, corporate actions, and client reporting.
- Assist with portfolio monitoring, performance tracking, model changes, and internal management information.
- Build and maintain strong relationships between Advisors and the Investment team, offering ad hoc support when required.
- Stay informed about UK and global financial markets, economic trends, and current events.
- Develop a solid understanding of financial products and investment strategies tailored to individual and corporate clients.
- Attend Investment Committee meetings, take meeting notes, and contribute to strategic discussions.
- Ensure compliance with legal and regulatory requirements, as well as internal policies.
Qualifications & Skills:
- Strong academic background.
- CII Level 4 or equivalent
- 1+ years of relevant experience (desirable but not essential).
- Proficiency in Excel and strong communication skills.
- A proactive approach to continuous learning, attention to detail, and creative problem-solving.
Why Join the company?
- Be part of a growing, dynamic investment team.
- Contribute to strong investment results and client satisfaction.
- Work in a collaborative and supportive environment.
If you are ready to contribute to a thriving investment team and build your career in investment management, apply today!
