Job Information

Our clients have been established for many years and their offices in Surry require a Senior Investment Administrator.

This is an exciting opportunity for an enthusiastic, committed and ambitious individual to work within the Investment administration team. Ideally who holds the IOC (Investment Operations Certificate).

• Work closely with colleagues in day-to-day investment administration of models and funds
• Play an important role in the day to day trading requirements of Investment, its subsidiaries and external investment partners. This includes the investment of client cash, sales and withdrawals into the funds
• Play an important role in the day to day co-ordination and switching process on our model portfolios
• Working with colleagues, liaise with platforms any new funds required to be added and maintain platform relations
• Working with colleagues, maintaining the Company`s client database by entering new and updated customer and account information
• Assist in the successful management of the investment propositions, including the running of the quarterly T0 investment process for the model portfolios and funds

A full job description will be provided on application along with salary and benefits package