Investment Administrator

Reed

Posted 7 hours ago, valid for a month

Coventry, West Midlands CV6 3BF, England

£28,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The Investment Administrator position offers an annual salary of up to £28,000 and is a full-time office-based role in Coventry.
The role focuses on model portfolio management and client risk assessment, making it suitable for individuals new to fund research and investments.
Candidates should have a keen interest in financial services and investments, as well as a desire to progress and learn in the field.
Responsibilities include assisting in fund research, managing client valuations, and supporting administrative tasks related to client and fund management.
The position also offers study support, comprehensive training, and 24 days of holiday plus bank holidays, with a requirement of no prior experience specified.

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.

Apply now in a few quick clicks