Assistant to investment advisor Work, Jobs in Baker Street, Gtl (with Salaries)

Client Services Associate
Partners Capital —London
- Analysis skills
- Organisational skills
- Communication skills
- Life insurance
Assistant Customer Service Manager
Return on Investment Ltd —Walton-on-Thames
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Continuous improvement
- Annual leave
- Gym membership
Quick apply
Office and Team Assistant
Finance Earth —London
- £31,500 - £34,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Computer literacy
- Life insurance
Executive Assistant
Wilson Sonsini Goodrich & Rosati —London
- Overtime
- Organisational skills
- Communication skills
Assistant Corporate Secretary
T. Rowe Price —London
- Full-time
- English
- Analysis skills
- Communication skills
Payroll Assistant
Thought Machine —London
- Full-time
- Organisational skills
- In-person
- Communication skills
- Flexible schedule
- Life insurance
Associate Client Manager, Charles River Development, Assistant Vice President
State Street —London
- Full-time
- Microsoft Powerpoint
- PMP
- Analysis skills
Administrative Coordinator-12 Month Contract
Neuberger Berman —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Executive Assistant
Adams Street Partners —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
8d
Assistant Treasurer
FIELD —London
- £100,000 - £120,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Leadership
- Communication skills
- Annual leave
Quick apply
Executive Assistant, CEO Office – London Office
Cain International —London
- Weekend availability
- Computer literacy
- Research
- Travel
Senior Administrative Assistant
T. Rowe Price —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Interim People Advisor (12-14m fixed term contract)
Carnall Farrar —London
- Full-time
- Hybrid work
- Databases
- Bachelor's degree
- Recruiting
- Health & wellbeing programme
- Annual leave
Quick apply
Assistant Company Secretary
Columbia Threadneedle Investments —London
- Full-time
- English
- Databases
- Financial services
- Work from home
Assistant General Counsel – ESG
Neuberger Berman —London
- Full-time
- Organisational skills
Senior Administrative Assistant - 12 Month Fixed Term
T. Rowe Price —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Customer service
- Work from home
International Finance, Fund Finance - AVP
Blackstone Group —London
- Full-time
- Microsoft Powerpoint
- Analysis skills
Assistant Director - Relationship Manager, Insurance
Moody's —London
- Business development
- Bachelor's degree
- Travel
Finance Transformation Assistant Manager
RSM UK —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Business
- Accounting
Chartered Legal Executive CILEX (EMEA Asset Management)
Realty Income Corporation —London
- Full-time
- Spanish
- English
- Communication skills

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assistant to investment advisor jobs near baker street, gtl

Client Services Associate

Partners Capital -
London

Apply Now

Job details

Benefits

Company pension
Private medical insurance
Life insurance

Qualifications

Investment
Stakeholder liaison
Internal department liaison
Microsoft Office Suite
Analysis skills
Organisational skills
Relationship management
Account management
Communication skills

Full job description

London

Role Description

We are looking for someone to help coordinate investment execution activities for a range of clients, and help build our operational processes and procedures, supporting the Investment Principals and the Partners who manage client relationships.

The candidate will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. The role has a wide-ranging remit and involves working with both the broader Operations and Investment teams across all offices. The role is not client facing, all client relationships are managed by the Investment Principals and Partners, however strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise such as trustees, company directors, financial advisors, tax advisors, fund administrators, fund managers, custodians, banks, brokers, and the Executive Assistants to HNWI clients whilst assisting with the management of our client’s portfolios.

The candidate should be hardworking and comfortable working in an extremely fast-paced environment. They must be able to interact with colleagues and third parties, prioritising and completing multiple tasks and meeting deadlines. The successful applicant should be ready for wide-ranging responsibilities in multiple areas and will be expected to be flexible and willing to do whatever it takes to contribute to the firm’s continued success.

You will be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. You will ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

Client Investment Execution

Grasp a detailed understanding of the products our clients invest in, with specific attention paid toredemption requirements (incl. fund notice periods, gates, fees, lock up periods).
Liaise with custodians, trustees and third-party administrators, to ensure investments are correctlytransacted and settled in an accurate and timely manner.
Coordinate internal capital calls, ensuring that clients receive the call letters with adequate priornotification for them to make the required payments by the deadline, or instruct us to arrange thepayment from their custodian account.
Ensure that authorisations to investment recommendations are obtained and all orders areimplemented in a timely manner whilst maintaining the necessary supporting documentation.
Adhere to Partners Capital execution policy and procedures.

Client Account Management

Monitor client’s cash and securities accounts by closely managing the relationships with their
custodians, trustees or other third-parties.
Liaise directly with representatives of clients (e.g. trustees, advisors) on issues relating to their account(s).
Track client execution through to completion.
Ensure all transactions are recorded accurately using our in-house systems.
Adhere to all processes and procedures to ensure Partners Capital remain compliant with all regulatory requirements, and that we fulfil all our fiduciary requirements to our clients.
Work with other team members preparing for client meetings and dealing with client queries.
Respond to client calls and act as support to the Investment Principals and Partners in managing client relationships, where necessary.
Ensure that regulatory and compliance rules are adhered to, especially around KYC/AML documentation.

FX Hedging

Work with Principals/Senior Associates reviewing the currency exposure of client portfolios.
Prepare detailed forward foreign exchange contract instructions as necessary to adjust and obtain the client’s required underlying currency exposure within their portfolios.
Track currency execution to completion by comparing trade confirmations to internal systems.
Monitor client currency exposures to ensure FX hedges remain effective on an on-going basis.
Adhere to the Partners Capital foreign exchange hedging policies and procedures.

Candidate Profile

The ideal candidate will have strong quantitative skills and an active interest in investment and capital markets. A flexible, entrepreneurial approach and an appetite for challenge are essential qualities.
Candidates must:

Have a relevant qualification and/or equivalent work experience.
Have approximately two years, or equivalent, prior experience of working within Financial Services – internships will also be considered.
Have a good understanding and working knowledge of Microsoft Office, particularly Excel / Outlook.
Be an articulate self-starter with strong analytical and organisational skills.
Be able to prioritise daily workloads whilst working efficiently and accurately under pressure.
Be able to multi-task in a fast-paced investment environment.
Demonstrate a high level of attention to detail and be very comfortable working with numbers.
Have a high degree of integrity and professionalism and be a collaborative “team player”.
Be comfortable receiving and providing feedback.

Benefits

Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits and a flexible “results-focused” working model.

Our benefits package includes private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.

Contact Details

Please send your CV and cover letter to [email protected] with the subject “Client Services Associate, London”. Further information about Partners Capital is available on our website www.partners-cap.com

Apply Now

Refine Your Search

assistant to investment advisor jobs in baker street, gtl

Client Services Associate

Assistant Customer Service Manager

Office and Team Assistant

Executive Assistant

Assistant Corporate Secretary

Payroll Assistant

Associate Client Manager, Charles River Development, Assistant Vice President

Administrative Coordinator-12 Month Contract

Executive Assistant

Assistant Treasurer

Executive Assistant, CEO Office – London Office

Senior Administrative Assistant

Interim People Advisor (12-14m fixed term contract)

Assistant Company Secretary

Assistant General Counsel – ESG

Senior Administrative Assistant - 12 Month Fixed Term

International Finance, Fund Finance - AVP

Assistant Director - Relationship Manager, Insurance

Finance Transformation Assistant Manager

Chartered Legal Executive CILEX (EMEA Asset Management)

I want to receive the latest job alerts for assistant to investment advisor in baker street, gtl

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