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Investment Operations Assistant

Posted 12 April by Heat Recruitment
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Salary icon £28,000 - £40,000 per annum
Location icon Harrogate , North Yorkshire

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Investment Operations Assistant - Harrogate/ North Yorkshire

Basic up to £40,000 plus excellent package

Company Overview:

A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations.

Job Description:

  • Collating and analysing quarterly AUM figures.
  • Managing submissions and ensuring compliance with regulatory requirements.
  • Performing financial modeling tasks, including rebalances, buying and selling, and adjustments for encashing or income raises.
  • Updating and maintaining lists for portfolio rebalances.
  • Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity.

Qualifications & Experience:

  • CISI/CFA level 4 qualified.
  • Previous experience in investment operations, portfolio management, or related roles essential.
  • Analytical and quantitative skills, with proficiency in financial modeling techniques.
  • Excellent attention to detail and organisational skills.
  • Proficiency in Microsoft Excel and other relevant software.

Required skills

  • 1
    Asset Management
  • 1
    Financial Modeling
  • 1
    Investment
  • 1
    Investment Management
  • 1
    Proposition
  • 1
    Rebalancing
  • 1
    Investment Portfolio
  • 1
    Performance Metrics
  • 1
    Quantitative Risk Analysis

Reference: 52467215

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