Investment Operations Assistant

Investment Operations Assistant

Location: Newcastle upon Tyne (Hybrid working)
Salary: £28,000-£35,000 DOE

Role Overview

The Investment Operations Assistant will provide high-quality administrative and operational support to Investment Managers, ensuring the efficient day-to-day management of client portfolios within a regulated environment.

This role requires strong organisational skills, attention to detail, and a client-focused approach. You will work closely with Investment Managers and the wider team to support portfolio administration, client servicing activities, and operational processes to help deliver positive client outcomes.

Key Responsibilities

Provide day-to-day administrative support to Investment Managers, including preparation of documentation, correspondence and client meeting arrangements

• Support client relationship management through accurate, timely and professional administration, adapting communication where clients may require additional support
• Process account opening and closure requests in line with internal procedures
• Manage stock transfers, cash movements and payment processing
• Maintain and update client and account records on internal systems
• Produce Excel-based reports using internal portfolio and client data
• Support trade processing when required, ensuring instructions are accurately executed and correctly recorded
• Assist with preparation for client meetings, presentations and pitches
• Support ongoing team projects and operational initiatives
• Carry out general administrative and ad hoc tasks as required
• Contribute to continuous improvement initiatives and best practice sharing
• Undertake relevant technical training and continuous professional development
• Proactively develop knowledge of financial markets, products and industry regulations

Skills & Experience

Technical Skills

• Strong proficiency in Microsoft Word, Excel and PowerPoint
• Experience working with financial services systems or databases (training provided where required)

Regulatory & Compliance Awareness

• Good understanding of regulatory and compliance obligations within financial services
• Ability to follow internal procedures and escalate issues appropriately

Core Competencies

• Excellent attention to detail with a high standard of accuracy
• Strong organisational and time management skills
• Ability to work independently and manage multiple priorities
• Strong communication and interpersonal skills
• Client-focused mindset with a professional approach
• Collaborative team player with strong relationship-building skills