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Posted about 1 month ago

An ideal opportunity for an ambitious individual with an interest in investment markets, to join an established firm with a consistent reputation grounded in exceptional service.

Joining the investment manager review team, you will support the ongoing monitoring of investments held by client structures and the engaged investment management service providers..

This company is proud of its supportive work environment which promotes a positive work life balance and also provide a wide range of benefits.

Responsibilities will include:

  • Monitoring the performance of investment portfolios​

  • Assisting with due diligence collection and monitoring​

  • Preparing investment reports for meeting​

  • Responding to investment queries​

Experience and skills required:

  • Strong numerical and analytical skills​

  • Willingness to study towards an investment qualification​

  • Good interpersonal and communication skills​

  • Ability to manage and prioritise own workload​

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.