
Administrative Support Specialist
1 week ago
Job Title: Portfolio Manager
">Job DescriptionThis role involves providing administrative support to a team responsible for managing client portfolios. The successful candidate will be responsible for various tasks, including portfolio management, research support, meeting preparation, and responding to ad-hoc enquiries.
Key Accountabilities:
- Providing portfolio management support
- Maintaining the client database
- Monitoring cash flows and stock transfers
- Monitoring existing portfolio cash levels
- Checking management fees, monitoring pay-aways, and journals
- Checking contract notes
- Providing support in execution and reporting of trades
- Responding to emails
- Research support
- Proof-reading research content
- Keeping records up to date
- Maintaining research intranet
- Keeping bond list up to date
- Meeting preparation
- Gathering data for reports and meeting agenda items
- Production of reports
- Drafting presentations/updates for client and internal meetings
- Ad-hoc enquiries
- Answering enquiries from other internal teams
- Answering enquiries from the Investment Managers
- Production of ad-hoc charts
Required Skills and Qualifications:
- A good standard of education (A-level or equivalent)
- Previous administration experience
- Proficiency in Excel
- Excellent communication skills - verbal and written
- An understanding or interest in financial markets, particularly bonds, would be advantageous
Benefits:
This is an excellent opportunity for someone looking to develop their career in a dynamic and fast-paced environment.
Others:
The ideal candidate will have a positive attitude, strong work ethic, and ability to multitask.
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