- Support the company's CEO and Director with daily administrative tasks and investment decisions.
- Manage and update client files.
- Assist with Compliance and client onboarding.
- Verify trade settlements and reconcile in the portfolio management system.
- Prepare client reports and invoices.
- Analyze client portfolio performance.
- Take minutes in meetings and handle client inquiries.
- Engage in project tasks.
- Minimum 2 years of relevant experience in trading or wealth management.
- Bachelor's degree in Finance, Economics, Business Management, or related field.
- Proficiency in investment tasks and analytical software.
- Excellent organizational and multitasking skills.
- Strong IT skills including Excel and Word.
- Effective communication and understanding of risk and compliance.
- Optional Level 4 Investment Management Qualification.
- Language proficiency in Italian and/or French preferred.
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Maven London, United KingdomMaven is a global proprietary trading organisation formed in 2011. Our Multi-Strategy Investment Group has offices in London, New York and Hong Kong · Maven's Multi-Strategy Group deploys capital to a wide range of investment and arbitrage strategies, managed by a global team of ...
Investment / Portfolio Administrator - London, United Kingdom - Montpellier Resourcing
Description
Join a highly boutique wealth management firm in the heart of London as an Investment / Portfolio Administrator!
Salary: Up to £45,000 plus bonus and benefits. Hybrid working available.
Are you ready for a new challenge in a dynamic environment? If you have experience in private banking or investment management and excel in attention to detail, this role might be perfect for you!
Duties of the Investment / Portfolio Administrator:
Requirements for the successful candidate:
This opportunity is presented by Montpellier Resourcing Associates Limited. They offer professional employment services.