Investment Operations Assistant

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 procedu...