Investment Operations Assistant

Newcastle upon Tyne - UK

Monthly Salary: £ 28000 - 35000

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Investment Operations Assistant

Location: Newcastle upon Tyne (Hybrid working)
Salary: DOE

Role Overview

The Investment Operations Assistant will provide high-quality administrative and operational support to Investment Managers ensuring the efficient day-to-day management of client portfolios within a regulated environment.

This role requires strong organisational skills attention to detail and a client-focused approach. You will work closely with Investment Managers and the wider team to support portfolio administration client servicing activities and operational processes to help deliver positive client outcomes.

Key Responsibilities

Provide day-to-day administrative support to Investment Managers including preparation of documentation correspondence and client meeting arrangements

Support client relationship management through accurate timely and professional administration adapting communication where clients may require additional support
Process account opening and closure requests in line with internal procedures
Manage stock transfers cash movements and payment processing
Maintain and update client and account records on internal systems
Produce Excel-based reports using internal portfolio and client data
Support trade processing when required ensuring instructions are accurately executed and correctly recorded
Assist with preparation for client meetings presentations and pitches
Support ongoing team projects and operational initiatives
Carry out general administrative and ad hoc tasks as required
Contribute to continuous improvement initiatives and best practice sharing
Undertake relevant technical training and continuous professional development
Proactively develop knowledge of financial markets products and industry regulations

Skills & Experience

Technical Skills

Strong proficiency in Microsoft Word Excel and PowerPoint
Experience working with financial services systems or databases (training provided where required)

Regulatory & Compliance Awareness

Good understanding of regulatory and compliance obligations within financial services
Ability to follow internal procedures and escalate issues appropriately

Core Competencies

Excellent attention to detail with a high standard of accuracy
Strong organisational and time management skills
Ability to work independently and manage multiple priorities
Strong communication and interpersonal skills
Client-focused mindset with a professional approach
Collaborative team player with strong relationship-building skills

Investment Operations Assistant Location: Newcastle upon Tyne (Hybrid working) Salary: DOE Role Overview The Investment Operations Assistant will provide high-quality administrative and operational support to Investment Managers ensuring the efficient day-to-day management of client portfolios with...