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Role requirement

Vacancy type

Permanent

Sector

Business Support

Specialisim

Administration Support

Location

Edinburgh

Language skills

English

Job reference No.

15713

Salary

Competitive

Data Published

12/06/2024

Closing date

03/07/2024

Job Description:

Our client, a leading Financial Services firm, are looking for an Investment Administrator to join their team. This role will support the Investment team in a varied and fast-paced role. Working closely with teams across the business, the role consists of both Investment support and wider administrative tasks.

Fantastic opportunity to get gain experience and exposure to a wide range of tasks and senior individuals with n the company.

Essential Skills/Experience:

  • Investment Operations Certification (IOC) or willingness to attain it.
  • Previous experience in a Team Administrator role, ideally within investments.
  • Strong administrative skills with excellent attention to detail and good time management.
  • Good numerical skills.
  • Strong verbal and written communication skills.
  • Ability to provide timely and accurate reports.

Core Responsibilities:

  • Prepare and deliver monthly, quarterly, annual, and ad hoc investment reports, including valuation reporting for internally managed portfolios.
  • Providing support to Investment Operations Analysts with preparation for Joint Investment Forum meetings, including production and collation of quarterly reports.
  • Assist the Head of Investment Operations with supplier management and business continuity arrangements as well as case management and administration relating to the front office order management system.
  • Contribute to the FOI process for the investment management team, sourcing the relevant information and coordinating responses.
  • Ensure that the investment information on the website is up-to-date, accessible, and accurate.
  • Coordinate attendance (internal and external participants) at conferences and events.
  • Assist, if required, all members of the investment team with calendar invites, travel and accommodation research, webcast/meeting arrangements.
  • May provide secretarial and minute taking services for all investment group meetings and other ad hoc meetings.

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15713

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Contact

Image
T: 0131 264 0228 M: 07535 897 704
Ellen Davie Consultant, Permanent Recruitment

Ellen has been with Core-Asset Consulting since 2021 and currently serves as a Consultant. With an MA in History from the University of Edinburgh, she brings a strong academic background and a commitment to quality in her recruitment approach.

Specialising in the Wealth sector, Ellen supports roles ranging from graduates to financial planners. She takes immense satisfaction in fostering long-term relationships, and guiding candidates throughout their career journeys. Her consultative approach and meticulous matchmaking ensure exceptional talent tailored to clients' needs, and she is known for the excellent level of service she consistently provides.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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