Senior Portfolio Assistant

The job holder will report to the Director of Client Experience. This positions provides senior operational support to the Investment Management function, acting as a key point of coordination for day-to-day investment workloads, supporting the Head of Investment Management closely, and overseeing the effective delivery and development of the Portfolio Assistant function.

Main Duties

Investment Operations & Oversight

• Work closely with the Head of Investment Management to plan, prioritise and manage daily and ongoing investment workloads.
• Oversee the timely and accurate completion of operational investment tasks, including trade implementation, rebalancing, corporate actions, reporting and MI.
• Act as a first point of escalation for operational issues, resolving where appropriate and escalating material risks.

Leadership & Team Support

• Provide day-to-day guidance and quality oversight for Portfoli...

Ready to Apply?

Submit your application today and join our talented team at MM WEALTH LTD.