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