Reports to Investment Director
Supervisory responsibilities None
Personal profileLikely to demonstrate over 5 years’ experience within the Investment Management industry. Must enjoy working as part of a team and be able to demonstrate knowledge and experience of administering client portfolios within a variety of structures. Should be able to demonstrate a knowledge of all asset types and the requirements of client onboarding, record keeping and asset transfers. Must have strong communication skills and be able to enjoy a rapport with clients and intermediaries.