Investment Managers Assistant (Edinburgh) (12 month fixed term) Job In Edinburgh

Investment Managers Assistant (Edinburgh) (12 month fixed term)


  • £22000 - £29000 per annum
  • Posted: 26/02/2019
  • Edinburgh
  • Job Ref: 1706064
  • Contract

Job Details

Pertemps Specialist Division are delighted to be working alongside a very prestigious, nationwide investment management firm, who are looking for an investment managers assistant to join their expanding team, initially on fixed-term basis for 12 months. Based in their Edinburgh office, you will be responsible for supporting a team of investment managers in all aspects of looking after clients, including assisting with all portfolio administration, handling queries/correspondence from clients, liaising with the operations department, and assisting in the management of private client relationships and their portfolios.

The client is a leading investment management organisation, dedicated to serving the private investor, with the key business being the provision of a traditional, high-quality service to private investors.

Key Responsibilities:

  • To assist in all aspects of opening and maintaining client accounts.
  • Follow the progress of stock movements and follow up any issues that may arise.
  • Liaise with the accounts department over cash movements and payments.
  • Management and processing of client files.
  • Assist the review of client portfolios.
  • Liaise with all clients, intermediaries, solicitors and registrars.

What Skills/Experience You Will Have:
  • Previous experience in an investment management firm or relevant organisation (Assets, IFA, Pensions etc)
  • Proven knowledge of the stock market and investment techniques.
  • Industry recognised qualification - Investment Operations Certificate (desirable)
  • Excellent written and oral communication.
  • Ability to work and thrive under pressure.
  • Flexibility to work with various investment managers.

This role is initially a fixed-term contract, with potential to progress into permanent employment, due to the nature and expansion of the organisation. If you believe you have the experience and skillset necessary, apply now or contact Lewis Slight on 0131 357 2411.
 

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