Portfolio Assistant

Cooper Lomaz Recruitment

Posted 15 hours ago, valid for 11 days

Cambridge, Cambridgeshire CB2 8AG, England

Full Time

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Sonic Summary

The Portfolio Assistant position is based in Girton, Cambridge, and is aimed at supporting the Investment Management team.
Candidates should have a strong academic background and at least 1 year of relevant experience, though this is desirable rather than essential.
The role involves providing administrative support for trade implementation, portfolio monitoring, and client reporting, along with assisting in strategic discussions during Investment Committee meetings.
Proficiency in Excel and strong communication skills are required, alongside a proactive approach to learning and problem-solving.
The salary for this position is competitive, and the role offers a chance to work in a dynamic and collaborative investment environment.

Portfolio Assistant

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!

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