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Investment Operations Assistant

Heat Recruitment
Job LocationHarrogate
EducationNot Mentioned
Salary£28,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Investment Operations Assistant - Harrogate/ North YorkshireBasic up to £40,000 plus excellent packageCompany 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.

  • 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.
Required skills
  • 1Asset Management
  • 1Financial Modeling
  • 1Investment
  • 1Investment Management
  • 1Proposition
  • 1Rebalancing
  • 1Investment Portfolio
  • 1Performance Metrics
  • 1Quantitative Risk Analysis

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