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Posted 6 months ago

Support the dealing and execution team in an innovative investment management business, where you will be part of a world class leadership environment and have access to complex and intellectually stimulating work.

This is an important operational role, processing trades across funds and client portfolios, producing client proposals and preparing fund and client portfolio performance statistics for reporting purposes.

Responsibilities will include:

  • Daily monitoring of funds and client portfolios, referring any variance in asset allocation to the relevant manager

  • Monitoring and rebalancing funds and client portfolios following large redemptions, cash withdrawals or asset allocation 

  • Carrying out trade placements and monitoring currency hedges for funds and client portfolios, as instructed

  • Building strong working relationships with clients and internal and external stakeholders

  • Preparing proposals and presentations to prospective clients

Experience and skills required:

  • Holds a relevant professional level 6 investment qualification

  • Previous experience working within a back office/support environment of an investment business 

  • Ability to prioritise and work with minimum supervision 

  • Highly articulate and capable of communicating clearly with internal and external parties at all levels 

  • Experience of Bloomberg and Morningstar systems would be an advantage, but is not essential 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.