Investment Administrator - Leigh-on-Sea, United Kingdom - The Coast Partnership

The Coast Partnership
The Coast Partnership
Verified Company
Leigh-on-Sea, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
An outstanding new Junior level Investment Admin opportunity has arisen within a Chartered Wealth Planner/Specialist Discretionary Fund Manager.

The role is progressive and will lead to an investment analyst role in the next 3 years.


Fund Administration / Research:


  • Populate analytical fund reports.
  • Liaise and meet with fund groups and investment teams.
  • Maintain research library and due diligence folders.
  • Write team memos.

Portfolio Management:


  • Sit in and learn from the Investment Committee
  • Write investment commentary on the fund's process.
  • Analyse asset allocation models
  • Produce quarterly client literature for our model portfolio range

Wealth Management Programme (WMP)

  • Prepare Powerpoint presentations
  • Update the website and social media with latest news and views
1-2 years of industry experience and a desire to build a long term career within investments.


The role offers a competitive basic salary and a very " team orientated and friendly environment " with training and development.


Job Types:
Full-time, Permanent


Salary:
£20,000.00-£28,000.00 per year


Schedule:

  • Monday to Friday

Work Location:
One location


Reference ID:

JLIAL
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