Portfolio Administrator
Aussicht: 83
Update Tag: 26-05-2024
Ort: Harrogate Yorkshire and the Humber
Kategorie: Verwaltung / Büro / Assistent Finanzen / Bank / Aktien
Industrie:
Jobinhalt
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.
Job Type: Full-time
Pay: £27,000.00-£40,000.00 per year
Benefits:
- Company pension
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Work from home
Schedule:
- 8 hour shift
- Holidays
- Monday to Friday
- Weekend availability
Work Location: In person
Application deadline: 05/04/2024
Reference ID: 11
Frist: 10-07-2024
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