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Investment Manager Assistant

Job details



Date Posted

11 October 2022



Job Type


Job ID


£40,000 - £50,000


Our client is a boutique investment management house. Due to continued business success, they are now looking to recruit an Investment Management Assistant join their investment team on a permanent basis.


The Investment Management Assistant will take responsibility for the following duties:

  • Support clients in managing and administrating their portfolios.
  • Ensure ongoing investment and administrative compliance across client bases through dashboard monitoring.
  • Ensure client portfolios reflect client objectives and house investment policy by reviewing tactical allocations.
  • Participate in client meetings and provide support to the Account Director as needed.
  • Prepare private client meeting packs, presentations, and valuations.


Investment Management Assistant will meet the following skillset:


  • IMC level 4 qualification or close to achieving this.
  • Possess high standard I.T skills and experience managing databases.
  • Strong organisational skills and effective portfolio management.
  • The ability to thrive in high pressure situations.
  • Maintain a professional manner and an energetic energy.


This is an ideal opportunity for an ambitious Investment Management professional looking to propel their career in a fast-growing and distinctive investment management business.


The company offers strong progression paths and excellent benefits including a competitive bonus structure.


If you believe your experience meets the criteria, please apply with a copy of your CV.


Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.


“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”



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