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Investment Managers Assistant

Job details



Date Posted

23 December 2018



Job Type


Job ID



Competitive + Benefits


Mason Blake are working on behalf of a prestigious Investment manager in their search for a Investment Managers Assistant to join their well established team based in London. The role is the perfect opportunity for an individual with 3-5 years experience within the an IMA role who is looking for the next chapter in their career and to take a step up.

Key Responsibilities

  • To respond to queries and prepare information for investors and key contacts under the guidance of qualified staff.
  • To establish and maintain records of transactions, holdings and general correspondence.
  • To retrieve, accurately disseminate and convey information from our database.
  • To ensure that all documentation required for the opening of client accounts from a Money Laundering and Compliance perspective is received, transmitted and stored.
  • To correspond with and assist clients with appropriate notices and information
  • To assist with and complete administrative requirements for placings.
  • To release trades in the Portfolio system in line with instructions and in accordance with FCA registration and in accordance with the Company’s internal Execution Policy.

Qualifications and Experience

  • Educated to a degree level
  • Level 4 IMC
  • At least 4 years experience in an IMA role
  • Strong organisation, time and project management skills
  • Impeccable attention to detail
  • Proactive attitude and good interpersonal skills
  • Delivery focused with high energy and drive

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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