Investment operations Work, Jobs in Prudhoe, Nbl (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
- Microsoft Excel
13d
Regional Business Development Manager (On Trade) - North East, Leeds and York
AG Barr —Newcastle upon Tyne
- Full-time
- Remote
- Microsoft Powerpoint
- Google Suite
- Sales
- Employee discount
Quick apply
VacancyTitle: Asset Management Lead
Northumbrian Water/Essex & Suffolk Water —Durham
- £43,350 - £51,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
10d
Business Investment Officer
Gateshead Council —Gateshead
- £36,363 - £39,152 a year
- Full-time
- Hybrid work
- No degree
- Communication skills
- Annual leave
- Employee discount
Executive Director of Clinical Business Development - Strategic Accounts
サイネオス・ヘルス —Newcastle upon Tyne
- Remote
- Sales
- Microsoft Office
- Business development
Commercial Business Development - Head of Commercial Partners - PR2
Parkdean Resorts —Newcastle upon Tyne
- £67,000 - £82,000 a year
- Presentation skills
- Communication skills
- Resort
- Store discount
- Employee assistance programme
Quick apply
2d
Executive Director of Clinical Business Development - Strategic Accounts
Syneos Health Commercial Solutions —Newcastle upon Tyne
- Remote
- Sales
- Microsoft Office
- Business development
Business Development Manager
EDF Energy —Sunderland
- Hybrid work
- ERP systems
- Business development
- Travel
2d
Finance Transformation Partner
Balfour Beatty —Newcastle upon Tyne
- Hybrid work
- Microsoft Excel
- Analysis skills
- Project management
- Annual leave
Senior Accounts Assistant - Finance Operations
Cintra HR & Payroll Services —Newcastle upon Tyne
- £32,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Continuous improvement
- Accounting
- Employee assistance programme
Quick apply

More jobs to discover

Find similar jobs that you might be interested in.

Regional Business Development Manager (On Trade) - North East, Leeds and York
AG Barr —Newcastle upon Tyne
Insight-Led Selling: Using category data and consumer insights to influence customers and optimise sales performance. Flexible cash pot to spend on benefits.
Quick apply

I want to receive the latest job alerts for investment operations in prudhoe, nbl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment operations jobs near prudhoe, nbl

Investment Operations Assistant

RGH‑Global Limited
Newcastle upon Tyne

Apply Now

Job details

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

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Organisational skills
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

Refine Your Search

investment operations jobs in prudhoe, nbl

Investment Operations Assistant

Regional Business Development Manager (On Trade) - North East, Leeds and York

VacancyTitle: Asset Management Lead

Business Investment Officer

Executive Director of Clinical Business Development - Strategic Accounts

Commercial Business Development - Head of Commercial Partners - PR2

Executive Director of Clinical Business Development - Strategic Accounts

Business Development Manager

Finance Transformation Partner

Senior Accounts Assistant - Finance Operations

More jobs to discover

I want to receive the latest job alerts for investment operations in prudhoe, nbl

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected