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Portfolio Management Operational Support

Locations -

Bath

Role

The key purpose of this role is to provide administrative support to our Portfolio Management Team.   This will involve supporting the company’s discretionary portfolio management service and  bespoke investment fund panels.

Responsibilities

  • Provide administrative support to our Portfolio Management Team
  • Attend team meetings and take relevant minutes on investment management, research, due diligence, trading activities and compliance
  • Work closely with the Portfolio Administration Team, who process client investments into the Portfolio Management Service, ensuring a smooth and compliant client journey for investors into the service
  • Work closely with the Chase de Vere Legal & Regulatory team, ensuing adherence to internal policies and regulatory requirements
  • Maintain robust records of the Portfolio Management Team’s activities.
  • Assist with the administration aspects associated with trading activities
  • Liaise with fund management companies and platform providers

Required Experience

  • Have previous experience of working in an investment related environment
  • A strong administrative background
  • A good understanding of financial services
  • Be working toward your Level 4 Diploma in Financial Advice

Core Values

  • Be Reliable
  • Think Independently
  • Create Confidence

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