Senior Investment Portfolio Administrator

We are looking for a Senior Portfolio Administrator to join our Portfolio Management team in this London Wealth Manager within their investment dept . The postholder will provide administrative support to the Portfolio Managers in addition to line managing a small team of Portfolio Administrators.

Key Accountabilities

Working closely with the existing members of the team and the Portfolio Managers to fully understand the administrative process in place, review them and ensure they are efficient and scalable

Lead the administrative support team, taking full ownership for anything admin-related and line management of the team

Onboarding of new clients to the service

Monitoring of cash transactions

Monitoring the team inbox and deal with any enquiries

Placing trades under the supervision of the Portfolio Managers

Dealing with queries from the Investment Managers

Producing sample portfolios and presentations for prospective and existing clients

Assisting with general administration tasks for the team

Update weekly and monthly reports

Prepare data for team and board meetings

Prepare data and arrange bulk journals for quarterly management fee round

Answer calls

Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and

Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

Candidate Profile

Good standard of education (A-level or equivalent)

Previous administration of working in a support role for c. 3 years experience from within a Wealth and or an Investment Manager is essentia,togteher with supervision of staff

Previous experience of using Excel (intermediate level) and comfortable dealing with numerical data

Excellent communication skills - verbal and written

High degree of attention to detail and very organised

Will have a proactive approach to work

Will have a proven background in reviewing processes