Average Investment Administrator salary in Birmingham

About the Role: We are seeking a highly organised and proactive Investment Managers' Assistant to join our dynamic and client-focused investment management team. This is a fantastic opportunity to support a small but busy group of investment managers who handle a diverse portfolio of discretionary and advisory clients. This is a non-regulated, administrative role that plays a vital part in maintaining strong client relationships and ensuring the smooth operation of day-to-day investment activities. Key Responsibilities: Provide comprehensive administrative support to investment managers.Manage incoming correspondence and complete dictation transcriptions.Assist with opening and maintaining client accounts, including AML documentation.Maintain accurate and up-to-date client records and assist in preparing suitability reports.Liaise with clients and intermediaries such as solicitors and accountants.Monitor and follow up on new investments and resolve any related issues.Coordinate with the accounts department on cash movements and payments.Ensure compliance with regulatory requirements.Support onboarding of new clients and manage KYC documentation.Handle occasional special projects and contribute to process improvements. Qualifications & Experience: GCSEs (or equivalent) including Maths and English; A-levels preferred.An industry-recognised qualification (e.g., Investment Operations Certificate) is advantageous.Previous experience in a financial services or investment environment is desirable.A general understanding of the stock market and investment operations is beneficial. Skills & Attributes: Excellent written and verbal communication skills.Strong organisational and numerical abilities.High attention to detail and accuracy under pressure.Proactive approach to problem-solving and task ownership.Flexible team player with the ability to adapt to different working styles.Positive, enthusiastic attitude with a professional and personable manner. Why Join Us? You’ll be part of a supportive and professional team where your contributions are valued. This role offers a great opportunity to develop your career in investment management within a respected and client-centric firm.

Job Title: Investment Analyst Location: Birmingham Working pattern: (Full-time, 5 days in office) Salary: £50,000 - £60,000 p.a., plus company bensMarks Sattin is partnering with our client, a Private Equity backed Real Estate firm in Birmingham to recruit an Investment Analyst on a full-time, permanent basis. This role would be well-suited to a highly analytical University Graduate with a Bachelor's or Master's Degree in Accounting & Finance, Economics, Data Science, Mathematics, Computer Science or any other quantitative field. The ideal candidate will have a passion or interest in Investment Banking, Investment Management, Private Equity or the Real Estate and will have strong analytical and quantitative abilities with proficient Microsoft Excel skills. You will also have a thirst for knowledge, an inquisitive nature and a commercial mind with a passion for business. The role will sit within the Investment Team and will support the transformation of real estate assets. You will play a critical part in analysing new and existing opportunities, delivering actionable insights, and helping drive informed investment decisions. Key Responsibilities of the Investment Analyst include: Collaborating with the execution team to support all stages of deal execution, including underwriting, financial modelling, due diligence, and preparing marketing materials.Building, updating, and managing advanced financial models (e.g. DCF, NPV, IRR) to support transactions, asset valuations, and capital investment decisionsConducting financial and operational analysis, and appraising both existing and prospective investment opportunitiesBenchmarking asset performance against broader market trends, competitor activity, and macroeconomic indicatorsUndertaking market research and leveraging data insights to support investment strategy and evaluationOverseeing investment software tools to monitor asset performance, project lease trends, and forecast cash flowsCompiling, verifying, and managing large datasets, including sales metrics, customer demographics, and operational performance dataContributing to customer targeting strategies, leasing plans, and marketing decisions through actionable data insightsSupporting initiatives aimed at enhancing customer engagement, dwell time, and revenue generation across the portfolioProducing clear dashboards, reports, and visualisations to effectively communicate data-driven insights to senior stakeholdersAssisting in the preparation of internal and external reporting materials, including presentations for stakeholdersGathering and organising data for regular reporting cycles and assisting in the delivery of reporting outputsSupporting compliance reporting and contributing to processes related to fundraising and refinancing activities To b considered, you will: Hold a Bachelor's, Master's, or PhD degree in Finance, Economics, Data Science, Mathematics, Computer Science or in another quantitative field Have some experience in or have a keen interest in investment banking, private equity or the real estate sectorHave strong analytical and quantitative abilitiesBe an advanced user of Excel or have the ability to quickly become proficientHave an interest in Business Intelligence tools, to be used to drive better data-driven decisionsHave a sincere commitment to personal and professional developmentHave a strong work ethic with a desire to work in a team environment with dynamic roles If you feel you meet the requirements of my client and are keen to work for a highly acquisitive business, please do not hesiate to apply! We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://privacy and https://en/privacy-policy-1 for our privacy policy.

Are you an organised and proactive individual looking to take the next step in your support career? This is a fantastic opportunity to join a prestigious global investment firm, based in the heart of Birmingham.We’re hiring a Team Assistant to support senior-level professionals (VP and Associate level) in a fast-paced, international environment. You’ll collaborate with assistants and colleagues across global offices, playing a key role in keeping day-to-day operations running smoothly.What we’re looking for: 1–2 years of experience in a similar role – such as Team Assistant, Personal Assistant, or CoordinatorConfident in managing complex diaries, travel arrangements, and logisticsExcellent communication skills and a proactive, professional attitudeComfortable working in a dynamic, client-focused setting Key responsibilities: Managing calendars, coordinating meetings and international conference calls across multiple time zonesOrganising global, multi-stop travel and preparing detailed itinerariesHandling visa applications and travel documentationProcessing monthly expense claimsWorking collaboratively with other assistants and providing support where needed What’s on offer: 6-month contract to start, with potential to extend to 12–18 months based on performanceOffice-based role – 5 days per weekA high-performing and supportive team that values precision and initiative£16.00–£18.00 per hour, inclusive of holiday pay If you're detail-oriented, thrive in a fast-paced environment, and enjoy supporting a busy team — we’d love to hear from you!