Investment operations Work, Jobs in Gateshead, Twr (with Salaries)

Investment Operations Assistant
RGH‑Global Limited —Newcastle upon Tyne
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Databases
Business Development Manager
Swanton Care and Community —Sunderland
- £50,000 - £55,000 a year
- Remote
- CRM software
- Microsoft Office
- Databases
- Annual leave
- Employee assistance programme
4d
Operations Finance - Finance Analyst - AC9
Parkdean Resorts —Newcastle upon Tyne
- £36,000 a year
- Budgeting
- Resort
- Store discount
- Employee assistance programme
Quick apply
2d

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Head of Business Development and Fundraising
NE Youth Ltd —Blaydon
The role is responsible for leading and delivering a sustainable income generation strategy for NE Youth by growing diverse funding streams, building strategic…
£38,833.96 - £42,434.91 a year
Quick apply
5d
Business Development Executive
Tritility Limited —Jarrow
This isn’t a robotic sales floor reading from scripts. Working closely with a high-performing sales team. Outbound sales: 1 year (required).
£27,000 - £40,000 a year
Quick apply
4d

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investment operations jobs near gateshead, twr

Investment Operations Assistant

RGH‑Global Limited
Newcastle upon Tyne

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Job details

Permanent | Full-time
£28,000 - £35,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Meeting coordination
Report generation
Databases
Continuous improvement
Organisational skills
Relationship management
Financial services
Communication skills
Time management

Full job description

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

Apply Now

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investment operations jobs in gateshead, twr

Investment Operations Assistant

Business Development Manager

Operations Finance - Finance Analyst - AC9

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