Hybrid Investment Operations Specialist

Blackfinch Group; England; Hybrid; GBP 27,000 - 30,000; Full time

Job summary

A leading investment specialist in the UK is seeking an Investment Operations Administrator to support their Investment Teams. The successful candidate will manage platforms, maintain relationships, and create client and management reports. This hybrid role requires strong communication and organizational skills, attention to detail, and a willingness to pursue relevant industry qualifications. The position offers a salary range of £27,000 to £30,000.

Qualifications

• Experience in a professional services environment, preferably Financial Services.
• Knowledge of investment platforms would be beneficial.

Responsibilities

• Lead platform administration ensuring smooth operation of products.
• Engage in and maintain platform relationships.
• Set up model portfolios on platforms.
• Implement investment decisions into model portfolios.
• Rebalance model portfolios on schedule.
• Carry out due diligence on platforms.
• Create reporting for clients and internal teams.

Skills

Strong and accurate communication skills

Attention to detail

Excellent organisational skills

High quality interpersonal skills

Computer literate, knowledge of Microsoft programmes

Intermediate to advanced Excel skills

Education

Good standard of secondary education

Willingness to work towards a relevant industry qualification (e.g., CF1)

Tools

Database systems

CRM systems

Job description

A leading investment specialist in the UK is seeking an Investment Operations Administrator to support their Investment Teams. The successful candidate will manage platforms, maintain relationships, and create client and management reports. This hybrid role requires strong communication and organizational skills, attention to detail, and a willingness to pursue relevant industry qualifications. The position offers a salary range of £27,000 to £30,000.