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Operations Assistant - Boutique Investment Management Firm

Location: BELGRAVIA, LONDON, UNITED KINGDOM Salary: 40,000-40,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 5
Posted: about 2 months ago Reference: X3-368460

Reed Banking and Financial Services are exclusively partnering with an Investment Management provider in the search for a new Operations Assistant to support the Portfolio Manager with a broad range of operational duties across the business.

The firm focuses on advisory, discretionary management and execution only investment services. They are a small firm, so you will need to be able to work very independently and be exceptionally professional as you will have direct interaction with clients. Their office is based in a highly desirable location in Belgravia.

This is a full-time permanent position, and we are looking for a candidate that wants to commit to this organisation and forge a long-term career with them in their stable and friendly working environment.

Key duties:

  • Xero accounts
  • FCA inputs
  • Compliance and Money Laundering
  • Account opening
  • Valuations
  • Trade inputting
  • Day to day support and monitoring

Candidate Requirements:

  • Experience working within Investment Management is essential, ideally a boutique multifamily office
  • Level 4 Investment Advice Diploma and above – essential
  • At least 3-5 years’ experience within the investment management industry

We look forward to seeing your application.

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