img
Permanent

PA

Middlesex
money-bag 10000-500000 Annual
3026804807
Posted 6 days ago

PA PA / Associate in Investment Management - administrative duties plus Finance Operations and HNW Client Contact - £40-45,000 plus bonus and benefits This is an involved role joining a growing Investment Management firm whose clients are HNWIs. You will work as a Client Executive, supporting Portfolio Managers in a role which combines PA duties with specific administration relating to clients'' portfolios, so a financial background good numerical skills are preferred. Excellent attention to detail is key and strong communication skills for client liaison. This role requires a candidate who has prior experience in a similar role in Finance / Investment / Banking - you will be involved in broad support for your two bosses who have a busy, established client base. Duties will include: - Administrative and PA duties including arranging meetings / booking travel - Transactional work including making and receiving payments for / from clients - Liaison with external stakeholders (legal / finance) - Building client relationships (HNWIs) Investment presentation and valuations statements (PowerPoint) - Extensive liaison with internal teams regarding client lifecycle This role would suit someone with at least one year''s experience in a similar environment in Finance / Investment Management. Good IT skills including advanced Excel and PowerPoint as well as experience liaising with clients and stakeholders in a similar role. Great office and team environment, excellent onboarding and t

Other jobs of interest...

Marc Daniels
IsleworthToday
money-bag37000.00-37000.00 Annual
Portfolio Payroll Limited
CityToday
money-bag26000.00-26000.00 Annual
Carrington West
HookToday
money-bag40000.00-40000.00 Annual
SANZA Teaching Agency
GreenwichToday
money-bag140.00-140.00 Daily
Hamilton Mayday
CityToday
money-bag15.00-15.00 Hourly
Law Staff Ltd
LondonToday
money-bag95000.00-95000.00 Annual
Interaction Recruitment
LutonToday
money-bag12.50-12.50 Hourly
ARC IT Recruitment
CityToday
money-bag100000.00-100000.00 Annual
Johnson & Associates Rec Specialists Ltd
CityToday
money-bag60000.00-60000.00 Annual
Ernest Gordon Recruitment
CityToday
money-bag65000.00-65000.00 Annual
Skillframe Ltd
LondonToday
money-bag12.60-12.60 Hourly

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!