Investment Administrator - Bath, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

Bath, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A market leading Financial Planning & Investment Management organisation are currently in the market to recruit an Investment Administrator to join their Bath office.

Our client has an outstanding reputation, they are a fully independent business that have offices across the UK.

As an Investment Administrator you will play a vital role in supporting the companies Investment Managers in delivering outstanding service to the companies' clients.

Duties include:

Maintaining and developing the company's core investment fund panels
Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
Constructing simple and complex spreadsheets that will support the discretionary model portfolio service
Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
Working with external research companies, product providers for collating regular and adhoc information requests
Assisting in the administration of the Investment Proposition across multiple investment platforms
Producing and maintaining process documents for role responsibilities

The client is seeking to recruit an ambitious individual who has a genuine interest in the industry.

To be considered you should have:

Previous expereince within an investment related environment, individuals from providers Financial Planning and platforms will also be considered
Educated to degree level or equivalent
A track record of successfully performing administrative responsibilities
An understanding of the financial services sector
Proficient in the use of Microsoft suites, especially Excel

In return, my client is offering a competitive basic salary to £28,000 + bonus and excellent company benefits.

They are a forward thinking employer who will provide you all the support you need for market exams, they also encourage progression - there will be frequent opportunities to progress within the Investment Management team.

They also offer hybrid working split between office & home.