11 Nov 2024

Junior Investments Administrator

Ref 37200

Are you a school or university leaver looking for your next step? Our client is seeking a motivated junior candidate with a strong team spirit and eagerness to learn, to join their successful investment team as an Investment Administrator.

In this role, you'll provide discretionary portfolio management services to a global client base, including private clients, companies, and intermediaries.

Key Responsibilities:

  • Maintaining spreadsheets and conducting risk rating reviews
  • Managing security prices by adding, updating, and removing data
  • Setting up and amending stock details
  • Processing payments 
  • Running and reviewing daily reports

This client-facing position requires excellent written and verbal communication skills. The ideal candidate will have strong Excel skills, be proactive, driven, and eager to develop their skills and contribute to the team's success.

 

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